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Spot Finder Feature

Jorge Sardinha avatar
Written by Jorge Sardinha
Updated over a week ago

Summary

  • Easily find the open slots in your schedule

  • See where you can add more recurring appointments

  • Avoid scheduling conflicts with forward-looking availability checks

  • Search in the calendar view

Important:

  • The Spot Finder feature only displays up to a month of appointments.


Utilizing the Spot Finder

  • You need to select a recurrence and an appointment duration so the system can look for scheduling conflicts into the future with those options.

  • Hover over the schedule to find openings for your cleaners. You will notice the appointment times relate to the duration you previously selected.

  • Once you click on a time slot for your cleaner, you will see a pop-up window displaying their schedule.

  • Here you can check the recurrence you selected, the date and time the service starts, and if your cleaner is available for every appointment or if there are any scheduling conflicts.

  • If you are happy with your selection, click on Continue to customer selection.... It will take you to the appointment creation sidebar.

  • After you choose the customer, you will notice the appointment times and recurrence match your selection in the Spot Finder feature. So now you can safely save the appointment without worrying that you will have scheduling conflicts in the future!


Understand Schedule Color Meanings


Keywords:

Scheduling conflicts, recurring appointments, future appointments, spot finder, cleaner availability, open slots, appointment duration, calendar view, schedule color meanings, and customer selection.

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