On the Individual Calendar, you can now drag and drop an appointment to change the scheduled date and/or times.
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’
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.
Scheduling Warnings
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’
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’
Appointments with Completed Verifications and Session Note: In order to keep appointment scheduled dates and times aligned with verification and session note timestamps, there are restrictions on which appointments can be dragged and dropped.
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.