What happens when a staff member calls in sick? Or leaves the company. How do you move the appointments to a new staff member? Below we will tell you how…
Drag and Drop
- Typically this works best from the day view calendar screen.
- Left click on the appointment you wish to move, then drag the appointment to a different staff member, then drop in their column taking finger off of the mouse.
- This appointment is now assigned to the other staff member. If you change the time, it will send a notification. Keep that in mind when switching.
Change with Edit Screen
- An alternative to drag and drop, you can edit the appointment.
- on the calendar page, click on the appointment you wish to move.
- A pop up screen will appear, then click Edit.
- In the drop down menu on the left, you can select the staff member you wish to move the appointment to. Click update.
That's it. Let us know if you have any questions!