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Edit an appointment

Change the service, room, time or length of a visit.

Table of Contents

Click the appointment on the calendar to open its card, then click Edit Appointment. The card switches to a form with the current details.

What you can change

  • The staff member, using the picker at the top of DETAILS.

  • Location, Service and Room.

  • Start time and Duration.

  • The appointment note, under NOTES.

Click Save Changes. The card on the grid updates to the new time and length.

Good to know

  • If the staff member you pick does not offer the service, a red message says so. It is a warning and will not stop you saving.

  • The icon beside the staff picker, Mark as requested, records that the patient asked for this person.

  • To move a visit to another slot by dragging, use Reschedule instead. It can also notify the patient.

Up next

Next, read Change an appointment status.