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- Access the Related Appointments window from the Service Appointment, Job Appointment, Service Call, or Resource Activity window.
- Select the Related Appointments icon.
- Select By Group ID.
In the Related Appointments window, mark the appointments to be rescheduled. You can mark all of the appointments by selecting the check box in the same row as the column headers or you can individually mark appointments. (There isn't an option to unmark all, you will have to manually unmark each appointment.)
Note Completed appointments may not be selected during this process and these will be ignored by the Mark All feature.
- Select the Split Appointments icon.
- In the Split Appointments window, edit any of the following defaulted fields:
- Description
You can edit the appointment/activity description. - Appointment Status
You can update the appointment status for the selected appointments/activities. - New Start Date
You can use the date/time picker to select the date and/or time for the starting date of the new appointment group OR you can highlight the information in the field and type the date and time. - Estimated Hours
Update the estimated hours as necessary. - Days between Appointments
You can edit the days between appointments if needed. - Skip Saturday/Sunday
You can mark/unmark the weekend days as necessary.
- Description
- Choose Split.
- Confirm that you want to split the appointments.
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