Advanced features

Editing an appointment or assigning it to another staff member

Modified on Wed, 21 Oct at 4:23 PM

Appointment Scheduling · Advanced features

An appointment can be modified by editing its Appointment details sheet (see the Managing appointments article) or through a rescheduling link.

Editing an appointment

If you only need to change the date and/or time of the appointment, you can move it with the mouse. 

In the calendar, in Day or Week view, click an appointment, then drag it without releasing the mouse button.

Release the button when the appointment is at the desired time.

Confirm the change.

Assigning an appointment to another staff member

In the same way, in Day view only, you can move an appointment to assign it to another staff member.

Display the Day view

Click, drag, and drop

Confirm

The appointment is then moved AND assigned to a new staff member. The client is notified by email and/or SMS depending on the notification settings. The same applies to the staff member.

The appointment now appears in the new staff member's calendar. If calendar synchronization is active, the appointment is removed from the previous staff member's external calendar and added to the new staff member's external calendar.

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