Split a block of appointments

When creating appointments with the Appointment Wizard, the appointments are assigned the same Group ID. You may find that you need to split appointments from that Group ID to a new Group ID.  

Appointments that are split from the original Group ID will no longer display in the Related Appointments window that is displayed by Group ID for the original Group ID. You can still view these appointments when you choose to view Related Appointments (and not choosing to display by Group ID.)

To split a group of appointments:

1. Access the Related Appointments window from the Service Appointment, Job Appointment, Service Call, or Resource Activity window, select the Related Appointments  icon.
2. Select By Group ID.
3. 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.
4. Select the Split Appointments icon.
5. In the Split Appointments window, edit any of the following 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 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.
6. Choose Split.
7. Confirm that you want to split the appointments.