Getting Started
Available on: Desktop · Web · Phone
Before the first appointment can be booked, Logic ERP needs to know who your stylists are, what services they do, how long each service takes them, and when the branch is open. This page takes you through that setup once, in the order that works. Most of it is done only once; after that you only come back here when you add a stylist or a service.
Throughout this guide, stylist means whoever carries out the service — a hair stylist, therapist, beautician or doctor. If your business uses another word, set it as the Agent Caption in Settings, and the Appointment Manager's screens use your word in their headings and buttons.
Step 1 — Your stylists
Each stylist is set up as an agent. Navigate to Setup\Setup Accounts\Setup Agents and click on "Setup Agents/Brokers".
Create one agent for each stylist.
To set rates or times for several stylists at once — for example all Senior Stylists — group them with Setup Agent Groups, in the same menu.
Step 2 — Your services
Services are set up as items in the item master, under item groups — for example a group Hair Care holding Haircut, Hair Spa and Hair Colour. Mark each one as a service item (its item nature); only service items can be booked.
The item groups become the Service Groups you pick from when booking. Which group level is shown is chosen with Service Group Level in Settings.
Step 3 — Who does what, for how long, and when you are open
Navigate to Setup\Setup Accounts\Setup Agents and click on "Setup Agent + Service / Appointment Details". This one screen has four tabs — see Setup Agent + Service / Appointment Details for every detail.
Define Service Stages
A service can be made up of stages — for example a hair colour is Application, Waiting and Wash & Dry. Pick the service, list its stages, and the screen shows the Total Time for a male and a female client. Auto Create Stages adds one stage, named after the service and its pack, to every service that has none — enter its time afterwards.
Stylist + Service Wise Rate + Time Slabs and Stylist + Service Wise Time Slabs
For each stylist (or stylist group) and service, set how long the stylist takes — click the TIME cell and enter the minutes for each stage in the Service Stages window; the time is their total. This time is the length of the booking. On the Rate tab you can also enter the stylist's rate.
A stylist is offered for a service only if they have a time for it here. With Use Agent+Service wise Item Rate switched on in Settings, the appointment and the bill use this stylist's rate; otherwise the service's own item rate is used.
Week Day Shifts
Enter the branch's opening and closing time for each day of the week. The diary uses these hours. No appointment can start at or after the closing time, and a stylist is offered only if the service finishes by then.
Example — setting up a hair colour. Your salon offers Hair Colour, which takes 30 minutes to apply, 30 minutes to develop and 20 minutes to wash and dry. On Define Service Stages, pick Hair Colour and enter those three stages — the Total Time shows 01:20. On Stylist + Service Wise Time Slabs, select the group Senior Stylists, click the time for Hair Colour and enter 30, 30 and 20 in the Service Stages window — 80 minutes. On Week Day Shifts, Monday to Saturday run 10:00 AM to 8:00 PM. Now, when a client books Hair Colour on a Monday, only your senior stylists are offered, the booking takes 80 minutes, and the latest start time offered still lets it finish by 8:00 PM.
The Copy Agent + Service / Appointment Details option copies one stylist's setup to others, which saves time when a new stylist joins.
Step 4 — Settings
Open Billing\Setup Appointments, and in the menu double-click Configuration › Settings. The settings you should look at before you start:
Agent Caption
Your word for a stylist
Service Group Level
Which level of item group appears as Service Groups when booking
Default Rate
Which item rate prices a service — for example MRP
Walk In Options › Default Prefix
The prefix for walk-in job slips
Walk In Options › Default Customer
Who a walk-in is booked to when they are not a member — used only when Confirm Customer Type is ticked
Default Customer Sex
Service times and rates can differ for men and women. Choose Prompt For Customer Sex to be asked when a customer's sex is not recorded
Allow Parallel Client Appointment
Whether one client can have two services at the same time with different stylists
Print Job Slip On Checkin
Whether a job slip is offered for printing when a client checks in
Every setting is explained in Configuration.
Step 5 — Optional, depending on how you work
want the diary to show who is actually in today, using staff attendance
Tick Use Employee Wise Attendance in Settings, then link each stylist to their employee record with the Agent-Employee Linking button in Settings
want stylist photos in the diary
Link Images › Stylists
want a reason recorded when an appointment is cancelled
Cancellation Reasons
want to record before/after details of a client (skin type, hair length, a photo)
Define them in Package Parameters — they are set per package or per service, so they work without packages too — and tick Show Parameter Values Before Checkin in Settings
sell packages (for example 10 Hair Spas)
Package Payment Config, then Setup Package
run group classes or courses
Setup Package (its Setup Batch tab), then the Batch Manager
print job slips or receipts
the print designs — see Printing (desktop)
Step 6 — Check it works
Open Appointment Viewer. You should see your stylists across the top and the branch's hours down the side.
Double-click a free time in a stylist's column, pick a customer and a service. The first service should go straight to the stylist you clicked, and its end time should match that stylist's time for the service.
Click OK, and the appointment appears in the diary.
If no stylist is found, check Step 3: the stylist needs a time for that service, and the service must finish inside the day's shift.
Example — a first booking. It is Monday 11:00 AM. You double-click Anita's column at 12:00 PM, choose the customer Riya Sharma, then Hair Care › Hair Colour. It goes straight to Anita, 12:00 PM – 1:20 PM, ₹1,800 — the item rate of Hair Colour (with Use Agent+Service wise Item Rate off). Click OK: the appointment shows in Anita's column in light green (Unconfirmed).
On the web
Steps 4–6 work the same way on the web and on a phone. Print designs are made on the desktop.