Editing Follow up Appointments

EDITING FOLLOW-UP APPOINTMENTS

TO CHANGE A SINGLE APPOINTMENT IN THE SEQUENCE

  1. Double click the appointment details and click Edit Appointment.

  2. Change the day and time on the edit appointment screen; or

Drag and Drop the appointment to a new slot in the appointment room; and

  1. Click No when prompted to Modify All?

TO CANCEL ALL FUTURE APPOINTMENTS

  1. Double-click and select Delete Appointment.

  2. Confirm that you wish to delete the appointment;

  3. Click Yes to delete all future appointments; and

  4. Click No at the remember client details to rebook prompt.

TO CANCEL AND REBOOK AN APPOINTMENT - AND ALL FUTURE APPOINTMENTS IN THE SERIES - AT A DIFFERENT TIME AND/OR DATE

  1. Double-click and select Delete Appointment.

  2. Confirm that you wish to delete the appointment.

  3. Click Yes to delete all future appointments; and

  4. Click Yes to Remember Appointment Details.

  5. Rebook the appointments when prompted.

Please note that when you rebook the appointments, a separate sequence of follow-up appointments will begin from the point where the original appointments were cancelled. If your appointments have a specified number of self-repeats, then the sequence will begin again for the first appointment that is rebooked.