How to Move an Appointment




Why Use This Function:

Moving appointments allow for efficient schedule management by enabling appointments to be rescheduled to a different time or date without the need to cancel and rebook. This is particularly useful when a Patient requests a new time, a Practitioner becomes unavailable, or other scheduling conflicts arise. It helps maintain an organised calendar, reduces administrative workload, and ensures continuity in the appointment booking process.


The Contents of This User Manual:

  • Using the Drag-and-Drop Option
  • Using the Add/Edit Booking Screen
  • Using the Shortcut Keys 

  • This user manual will start on the Diary screen.



Using the Drag-and-Drop Option

This method provides a quick, easy and user-friendly way to move an appointment to a different Timeslot on the same day, directly from the Diary screen.

  • Click on the desired appointment you'd like to move.
  • Click and Drag the appointment to the new desired Timeslot.


  • The Add/Edit Booking screen will open.

  • Click on the Save button to finialise the new appointment Timeslot.

💡 Please Note: When using the Drag-and-Drop method, you can only move the selected appointment to a different Timeslot on the same day and the date cannot be changed. Instructions for changing the date of an appointment are provided in the next section of this user manual.

Using the Add/Edit Booking Screen

Using the Add/Edit Booking screen to move an appointment is a more precise method that allows you to reschedule to a new time and date.




    

    
    
        
  • Double-Click on the desired appointment.
    • 
    



        
    
            
  • The Add/Edit Booking screen will open.
    • 
        


        
    
            
  • Click on the Date drop-down menu to select the desired Date.
    • 
        
 


        
    
            
  • Click on the Time drop-down menu to select the desired Timeslot.
    • 
        
 


        
    
            
  • Click on the Save button to save the appointment.
    • 
        
 


            
    
                
  • On the Diary screen the appointment will display in the new Timeslot.
    • 
            




        
    


Using the Shortcut Keys




Using Shortcut Keys is the quickest way to move an appointment, especially when speed matters. Instead of relying on multiple clicks or navigating through menus, Shortcut Keys allow you to perform actions instantly with just a few keystrokes.


💡 Please Note: You can customise your own shortcut keys to suit your workflow needs and preferences. For more information please refer to the user manual: Key Bindings.







    
    
        
  • Click on the desired appointment.
    • Press CTRL + C to copy the appointment information.
    
        
    
    
 




    
    
        
      
            
    • Select the desired timeslot 


    •  Press Ctrl+ V to move the appointment.
      • 
        
    
    
 






    
    
      
        
    • The Add/Edit Booking screen will open.
      • 
    
    



💡 Please Note: Using this method will duplicate the appointment. Please ensure the original appointment is removed if you do not wish to keep it.



    
    
      
        
    • Click on the Save button.
      • 
    
    

 



    
    
      
        
    • An Attention! pop-up will display if the copied booking is pasted on the same day as the original booking.
      • 
    
    





    
    
    







Last modified: Wednesday, 4 June 2025, 11:27 AM