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Bulk Delete Appointments in the Appointment List

Bulk Delete Appointments in the Appointment List

COMING SOON! System updated to require users to have delete verified permissions in order to bulk delete appointments with a verification.

TIP: Users must have permission to view the Appointment List for this feature to be accessed.

Action

Description

Good to Know

Action

Description

Good to Know

Bulk Delete Appointments





STEP 1:

Use the filters to find the appointments you need to delete.



STEP 2:

Select individual appointments or "ALL" by clicking in the boxes to the left of the Appointment Type column.



STEP 3:

CLICK THE "ACTIONS" ICON 

THEN  choose "DELETE"





STEP 4:

Confirm you want to delete all the selected appointments. 



When user selects "delete" option a message confirming the appointments were deleted will appear.

  • Users need "delete appointments" scheduler permission in order to BULK delete appointments that do not have a staff, parent and/or principal verification (if applicable).

  • Users need "delete verified appointments" scheduler permission in order to BULK delete appointments that have a staff, parent and/or principal verification (if applicable).

  • Billable, Non Billable and Travel appointments may be deleted in bulk



ROLES AND PERMISSIONS





What is user does not have the appropriate permission? 

If the user selects appointments they do not have permission to verify, a confirmation message will pop up informing the user how many appointments cannot be deleted due to lack of permissions. 



Tasks and Notifications

Staff will receive a notification for any appointments that were deleted in their Tasks and Notifications within Rethink.













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