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.

  1. 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.
  2. 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.
  3. 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.
  4. 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