Difference between revisions of "Moving an Appointment"
From Optisoft
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*Please check where you are moving the appointment too is appropriate. | *Please check where you are moving the appointment too is appropriate. | ||
| − | Drag and drop | + | '''Drag and drop''' |
*Click and hold down the mouse button on an existing appointment. | *Click and hold down the mouse button on an existing appointment. | ||
*Whilst still holding the mouse button down, drag the appointment its new position. | *Whilst still holding the mouse button down, drag the appointment its new position. | ||
| Line 11: | Line 11: | ||
*Please note, you can only drag and drop onto the same Day/Week as you start on. | *Please note, you can only drag and drop onto the same Day/Week as you start on. | ||
| − | Cut and Paste | + | '''Cut and Paste''' |
*Right click on an existing appointment to display the right click menu. | *Right click on an existing appointment to display the right click menu. | ||
*Choose Cut from the menu. The existing appointment should disappear. | *Choose Cut from the menu. The existing appointment should disappear. | ||
| Line 18: | Line 18: | ||
*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. | ||
| − | Cancel and re-book | + | '''Cancel and re-book''' |
*Double click or right click on an existing appointment. | *Double click or right click on an existing appointment. | ||
*Go to Status and choose a cancelled option. | *Go to Status and choose a cancelled option. | ||
Revision as of 14:20, 10 November 2017
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.
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.
