On the Individual Calendar, you can now drag and drop an appointment to change the scheduled date and/or times.
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On your desktop, navigate to the Individual Calendar (Week or Month view)
Click and hold on an appointment to drag and drop it to your desired date/time
After you drop the appointment, you will see a pop-up confirming the date and time that the appointment will be moved to
To cancel the changes, click ‘Undo’
To move the appointment to the new date/time, click ‘Move’
Good to Know:
You must have permission to Edit Appointments and have access to the assigned client in order to drag and drop an appointment
You can drag and drop a single appointment or a single occurrence that is part of a series.
Appointment Series may not be dragged and dropped.
Drag and Drop functionality is only available on the Desktop application.
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Users without ‘Edit Verified Appointments’ Permission:
Once an appointment has a completed verification (staff, parent, and/or principal) or a completed session note, you will not be able drag and drop it to a different date and/or time
Users with ‘Edit Verified Appointments’ Permission:
Staff Verification: If an appointment has a completed staff verification, you will not be able to drag and drop it to a different date and/or time
Parent/Principal Verification/Session Note: If an appointment has been parent and/or principal verified or has a completed session note, you will be able to drag and drop the appointment to a different time within the same date. You will receive a warning that the verification and session note timestamps will not be updated. You will not be able to drag and drop the appointment to a different date.
Good to Know:
Cancelled and archived appointments cannot be dragged and dropped to a different date/time
The same rules apply when users are opening and editing the appointment.
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