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Rescheduling Appointments

Rescheduling appointments is simple and can be done in various ways, depending on your preference and needs. Below are the key methods to reschedule appointments efficiently.

1. Right-Click to Reschedule

  • Steps:
    • Right-click on the appointment you wish to reschedule.
    • Select Reschedule from the menu.
    • A calendar view will open. Select the new date and time.
    • Click on the time slot for the selected employee (e.g., Chris at 12 PM) to reschedule the appointment.

This is the quickest way to move an appointment to a new date and time.

2. View Week to Reschedule

  • Steps:
    • Right-click on the appointment and select View Week.
    • This will open the employee's schedule for the week, allowing you to see all available time slots.
    • You can then drag and drop the appointment to a new time.

You can adjust the view to see one, two, or three weeks at a time from the pull-down menu on the bottom left of the screen.

3. Multiple Employee View

  • Steps:
    • If you want to see multiple employees' schedules at once, right-click and select View Week.
    • At the bottom of the screen press the Employee button. Choose multiple employees, such as Chris and Anna, to view their schedules side by side.
    • This is useful if the client is open to seeing another employee in addition to their usual one.

4. Drag and Drop Appointments

  • Steps:
    • Left-click on the appointment and select it.
    • Drag the appointment to the new time slot.
    • If rescheduling multiple services, they will all move at once and be stacked after the move. Unstack the blocks by dragging the second block down.
    • You can also adjust the length of the appointment by using the darker side of the block to either shorten or lengthen the duration.

Key Takeaways:

  • Flexibility: You can reschedule using different methods (calendar view, weekly view, or drag-and-drop).
  • Multiple Employee Scheduling: You can view and reschedule for multiple employees at the same time.
  • Appointment Adjustment: Easily adjust appointment duration with drag-and-drop functionality.

These options allow for a seamless and flexible approach to rescheduling, ensuring that appointments are efficiently managed to suit both employee and client needs.