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Spot Finder Feature

Learn how to use the Spot Finder feature to find open slots in your schedule, add recurring appointments, and avoid scheduling conflicts with forward-looking availability checks.

Written by Jorge Sardinha

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

  • The schedule loads immediately with default options. You can change the recurrence or the appointment duration at any time, and the results will recompute so the system looks for scheduling conflicts into the future with your selected 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!

Side Note

  • If scheduling conflicts are detected, the pop-up header will show a red badge with the number of conflicts.

  • If there are none, you'll see a green No conflicts badge instead.

  • You can also review each conflicting date in the pop-up.


Understand Schedule Color Meanings


Keywords

  • Scheduling conflicts

  • Recurring appointments

  • Future appointments

  • Spot finder

  • Cleaner availability

  • Open slots

  • Appointment duration

  • Calendar view

  • Schedule color meanings

  • Customer selection

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