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Drag and Drop

Drag and Drop

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’

 

 

  • 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 or has a completed session note, you will be able to drag and drop the appointment to a different time within the same date. You will receive a warning that the verification and session note timestamps will not be updated. 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.

 

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