How Do I Reschedule an Appointment?
As situations develop, it is likely that you will need to reschedule Appointments
to a more appropriate date in order to meet your schedule demands. If so, there
are a few easy ways to move items from one day to another, depending on which view
of the appointments schedule you are currently viewing.
- No matter which view you have of the appointments, you can always double-click
on the appointment to edit it directly. Just change the date right in the appointment
entry screen and save it.
- Are you on the Classic page or using our Grid view? You can reschedule an
appointment by Drag and Drop using the mini calendar on the left. Just drag
the appointment with your mouse, move to the mini calendar on the left and drop
it on a specific day. You will be prompted as to whether you wish to copy it
or move it to the date that you dropped it on.
- If you are using the WeekView (or Work Week), you can Drag and Drop from
within the WeekView view itself. Once you select the appointment by clicking
on it with the mouse, you will find that the bottom edge may be dragged up or
down to lengthen/shorten the duration. The left edge will allow you to drag
and drop it onto another date within view.
- Using the MonthView? Right Click on the Appointment, select Cut from the
pop up menu. Navigate to the new date, right click and select paste.
This help article applies to
Intellect 3