Bulk Delete Appointments

Owned by Dawn Mackey (Unlicensed)
Last updated: Mar 11, 2022
2 min read

This feature allows users to bulk cancel or delete multiple appointments at a time in the Appointment List area of the Scheduler.  (Website/Desktop version)

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


ActionDescriptionGood 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



Updated Warning Message

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 NotificationsStaff will receive a notification for any appointments that were deleted in their Tasks and Notifications area of the Rethink system.