Difference between revisions of "Moving an Appointment"

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.

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