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On the Individual Calendar (Week View), the resizing feature has been enhanced to provide accurate error messaging and functionality.

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  • On your desktop, navigate to the Individual Calendar (Week view)

  • Click and expand the top or bottom of the appointment to resize it

  • After resizing, 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’

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Good to Know:

  • You must have permission to Edit Appointments and have access to the assigned client in order to resize an appointment

  • You can resize a single appointment or a single occurrence that is part of a series.

  • Appointment Series may not be dragged and droppedresized.

  • Cancelled and archived appointments cannot be resized.

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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 resize the appointment.

  • Users with ‘Edit Verified Appointments’ Permission:

    • Staff Verification: If an appointment has a completed staff verification, you will not be able to resize the appointment.

    • 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 resize the appointment but will receive a warning that that verification and session note timestamps will not be updated.

Good to Know:

  • Cancelled and archived appointments cannot be resized

  • The same rules apply when users are opening and editing the appointment.