When creating appointments with the Appointment Wizard, the appointments are all assigned the same Group ID. You may find that you need to move a several of (or all) the appointments. You can do so provided the group IDs are the same. Schedule will only let you moved appointments that are not completed.
To reschedule a group of appointments:
- 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.
- Select the Reschedule icon.
- In the Reschedule Appointments window, edit any of the following fields:
- Description
If needed, 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 choose the date/time picker to select the date and/or time 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 Reschedule.
- Confirm that you want to reschedule the appointments.