Drag and Drop.

• 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’

Open

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.

• When you click ‘Move’, if the new date/time would cause scheduling errors, you will see existing appointment warning pop-ups

  • If you are still able to move the appointment without fixing the errors, the appointment warnings pop-up will give you the options to ‘Undo’, ‘Edit Appointment' or ‘Save Anyway’

    Open

    

    • To cancel changes, click ‘Undo’

    • To open the appointment and make edits, click ‘Edit Appointment’

    • To move the appointment without making any edits, click ‘Save Anyway’

  • If you are not able to move the appointment without fixing the errors, the appointment warnings pop-up will give you the options to ‘Undo’ or ‘Edit Appointment’

    • To cancel changes, click ‘Undo’

    • To open the appointment and fix errors, click ‘Edit Appointment’

• 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, you will be able to drag and drop the appointment to a different time within the same date. 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.