Rescheduling Appointments

Use the Reschedule Appointments form to change an appointment scheduled for a partner.

Information entered on this form affects all current appointments displayed on the Service Appointments form.

You can perform mass data updates by assigning a new partner or appointment status.

Launch the Reschedule Appointments form by clicking Reschedule Appointments on the Service Appointments form.
Specify this information for the appointment:

Partner

Select a valid partner from the list if the intention is to change all appointments from their current partner to a new one.

Appointment Status

Select a valid appointment status from the list if the intention is to change all appointments from their current status to a new one.

Move Appointments by at Least

To move all appointments by the same amount, specify a quantity of time in which to move them. Use this field to move a group of appointments.
The schedule method is displayed. The method can be infinite or finite.
Select Use Partner Available Hours if the rescheduling algorithm should observe the hours per day designated for the scheduled partner.
Select Use Work End of Display Profiles if the rescheduling algorithm should observe the work ends designated on display profiles to avoid after hours assignment.
Click OK to complete the rescheduling.
Click Cancel if you do not want to reschedule the appointment.

After you click OK, the appointments in the main grid are marked as modified. You can review the changes prior to saving.

If you do not save on the Service Appointments form, you can discard the changes.