> For the complete documentation index, see [llms.txt](https://kb.logicerp.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.logicerp.com/logic-erp-learning-hub-tutorials-and-best-practices/billing/setup-appointments/whats-new-in-this-release.md). # What's New in This Release **Available on:** Desktop · Web · Phone Setup Appointments has been **rebuilt**. It opens from the same place — **Billing\Setup Appointments** — and works with all of your existing appointments, customers, stylists, packages and settings. What has changed is the window around them, a number of new features, and — for the first time — the whole Appointment Manager in the **web browser and on a phone**. Installations on the current release open the new Setup Appointments. Older installations continue to open the earlier screen until they are updated. ## What you will notice first ### **A menu instead of a row of buttons** The buttons along the top of the old window have been replaced by a **menu on the left**, grouped into Appointments, Billing, Packages, Configuration and Print Designs. Double-click an item to open it. The menu can be hidden with **<<** to give the diary the full width. ### **Screens open as tabs** The Appointment Viewer, Job Slip Viewer, attendance, bills and the package screens — **Package-Customer Link**, **Batch Manager** and **Setup Package** — now open as **tabs** inside the one window, instead of separate windows. You can keep several open and switch between them. **Close Tab** closes the one in front. ### **A filters panel beside the diary** The Appointment Viewer has a **Filters** panel on the left with: * filters by **Customer**, **Stylist** and **Status**, and a **Today only** switch, * a list of the appointments on screen — customer, service, start and end, duration, status, stylist and cost — that stays in step with the diary: select one and it is selected in the diary too. A new **Search Appointment** button on the diary's toolbar finds a customer's next open appointment on any date and jumps straight to it. On the desktop a **calendar** strip sits beside it for moving between dates. Both can be folded away with **<<**. On the web the Filters panel opens on the right and also holds **Search Appointment**, and the diary's own date picker does the calendar's job. ### **Your layout is remembered** Each user's view, grouping, *Work time only* setting and which panels were open are saved and restored the next time — separately on the desktop and on the web. ## Now on the web and on a phone The Appointment Manager now runs in the **web browser** as well as on the desktop, and the screens are designed to work on a **phone**. * The diary, booking, walk-ins, grouped appointments, statuses, check-in, the Job Slip Viewer, attendance, reminders, packages, the Batch Manager and the settings are all available on the web. Only **Create New Bill**, **Customer Advance**, **Direct Sale** of a package and the **Print Designs** stay on the desktop. * On a phone: the menu floats over the diary, a long press opens the actions for an appointment, and **Move** / **Change Length** replace dragging. * Completing an appointment on the web opens the **POS billing page** with the appointment's services already filled in. After saving, you come back to the diary where you left it. * Reminders on the web show as a badge on the page and pop up when new appointments become due. See [Using Appointments on the Web and Phone](/logic-erp-learning-hub-tutorials-and-best-practices/billing/setup-appointments/using-appointments-on-the-web-and-phone.md) for the full comparison. ## Things that work differently * **Parameter values at check-in** — the window for recording a client's before/after values now opens **after** the appointment is saved, not during the save. The appointment is kept even if you close it without entering everything; you are told how many services still need values. * **The time is checked again when you press OK** — if someone else has booked the same stylist at that time while you were working, you are told which service and stylist clashed, and nothing is saved. * **Appointments must fit inside the branch's hours** — a booking cannot start at or after the shift end, and a stylist is offered only if the service finishes by then. * **The stylist you clicked is used** — when you double-click a free time in a stylist's column, the first service goes straight to that stylist, at their first free time that day. * **Prefix and number** — the next number appears when you pick or leave the prefix, and the prefix you used is remembered only once the appointment has been saved. * **Customer's sex asked once** — if a customer's sex is not recorded and your setting is to ask, you are asked once for that customer, not again for every service or search. * **Cancelling asks for the reason first** — if you cancel the reason window, the appointment is not cancelled. * **The Job Slip Viewer** opens showing the **last 30 days**. Clear the date to see everything. * **The Time Slot Finder** now searches only the weekdays you tick, so days you did not tick no longer use up the number of slots you asked for. ## Corrections These used to go wrong and now work as they should: * Cancelling several appointments at once now gives the used package services back. * Confirming an appointment or moving it to the lobby no longer clears its cancellation reason. * Cancelled grouped appointments no longer appear in the diary's **Current** view. * Detaching an appointment from a job slip no longer removes every service on it. * A package payment that pays nothing is now refused, instead of reporting success. * A payment that fails to save no longer clears the screen as if it had worked. * **Select All** in Package Sale now ticks only the services of the chosen package. * A cancellation reason with no description now shows its name. * A batch session left open from an earlier day now still shows its participants, and the participant search offers only the batch's own services. ## The first time you open it Your appointments, customers, packages and main settings are all carried across. A few **personal display preferences** from the old screen start fresh and need setting once: * which stylists are shown in the diary, * the column layout of the Job Slip Viewer. The last prefixes you used are picked up from the old screen on the same computer where possible; otherwise choose them once. The **Job Slip** and **Final Job Slip** print designs carry across unchanged. The **Package Payment** and **Package Refund** receipt designs are copied across automatically the first time they are needed. ## On the web Everything in this release is also on the web and on a phone, apart from the desktop-only items listed above. See [Using Appointments on the Web and Phone](/logic-erp-learning-hub-tutorials-and-best-practices/billing/setup-appointments/using-appointments-on-the-web-and-phone.md). --- # Agent Instructions This documentation is published with GitBook. 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