Drag Appointments Between Staff Members

Modified on Fri, 17 Jan at 11:39 AM

In this article, we will guide you through the steps to drag appointments between staff members on the schedule.


Things to Know:

  • The ability to drag appointments between staff members on the schedule is only available in day, week, and month view.
  • Once the "Appointment Reschedule" automated message is activated, the client will receive an email or SMS confirmation regarding the changes made when an appointment is rescheduled between staff members.
  • Once an appointment is marked as completed, the option to drag the appointment between staff members is no longer available.


Dragging Appointments Between Staff Members

Log into your account:

  1. Navigate to the Schedule
  2. Filter to the desired location and staff
  3. Locate the appointment you wish to update
  4. Hover over the desired appointment Screenshot 2024-07-10 091057.png
  5. Drag it to the desired time slot and staff member 
  6. After you move the appointment, the appointment modal will automatically open to give you the opportunity to review any conflicts, such as the new staff member isn't available at that time or does not offer that particular service, etc. Screenshot 2024-07-10 091135.png
  7. Once you are satisfied, save the appointment
  8. The appointment will now be displayed under a different service provider Screenshot 2024-07-10 091545.png


For more information, contact us at support@mytime.com.

 

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