Difference between revisions of "Moving an Appointment"

From Optisoft
Jump to: navigation, search
Line 16: Line 16:
 
*Navigate to the new desired date and time.
 
*Navigate to the new desired date and time.
 
*Right click on the necessary time slot and choose Paste from the menu. The appointment should reappear in its new position.
 
*Right click on the necessary time slot and choose Paste from the menu. The appointment should reappear in its new position.
*Please note, if you cut but then forget to paste, the appointment will be restored to its original position.
+
*Please note, if you cut but then forget to paste, the appointment will be restored to its original position after 30 seconds.
  
 
'''Cancel and Re-book'''
 
'''Cancel and Re-book'''

Revision as of 15:07, 15 May 2019

There are 4 ways you can move an existing appointment:

Update the Date

  • Double click on an existing appointment and update the date field accordingly
  • Please check where you are moving the appointment too is appropriate.

Drag and Drop

  • Click and hold down the mouse button on an existing appointment.
  • Whilst still holding the mouse button down, drag the appointment its new position.
  • Let go of the mouse button and the appointment should move.
  • Please note, you can only drag and drop onto the same Day/Week as you start on.

Cut and Paste

  • Right click on an existing appointment to display the right click menu.
  • Choose Cut from the menu. The existing appointment should disappear.
  • Navigate to the new desired date and time.
  • Right click on the necessary time slot and choose Paste from the menu. The appointment should reappear in its new position.
  • Please note, if you cut but then forget to paste, the appointment will be restored to its original position after 30 seconds.

Cancel and Re-book

  • Double click or right click on an existing appointment.
  • Go to Status and choose a cancelled option.
  • The original appointment should now disappear.
  • Book a new appointment in the new position as required.
  • Although technically not moving an appointment, this will ultimately have a similar effect, however, this method will alter you cancellation statistics and any Notes/Sources/Reasons will have to be re-selected.


Back

Home