Editing a Template/Series for Service Appointments

To edit a template (series) of Service Appointments, follow these steps:

1. Open the Edit Screen

• Navigate to the specific Service Appointment you want to edit.

• Click the Edit icon (pencil) next to the appointment to open the Edit Service Appointment modal.

2. Toggle to Edit Template

• In the Edit Service Appointment modal, you'll see a toggle labeled Edit Template. Turn this toggle on to switch from editing a single appointment to editing the entire template (series) of appointments.

• When you toggle this on, the modal will change to Edit Service Appointment (Series).

3. Review the Details

• In the Edit Service Appointment (Series) modal, the fields available for editing include:

  • Client: Select the client associated with the service.

  • Staff List: Choose the staff member assigned to this appointment series.

  • Authorization: Ensure the correct authorization is selected.

  • Service: Set the type of service.

  • Type: Choose the type (e.g., Direct, Indirect).

  • Place of Service: Specify the location where the service is provided.

  • Staff Paycode: Enter the staff pay code.

  • Start Date, Start Time, and End Time: Set the new start date, start time, and end time for the entire series.

  • Address: Enter or select location for the appointment.

4. Continue Editing

• Click Continue to proceed to the next step where additional options are available, such as canceling or deleting all appointments in the series.

5. Cancel or Delete Appointments

• If needed, you can choose to Cancel All Appointments or Delete All Appointments associated with this template.

  • Cancel All Appointments will cancel all pending appointments in the series.

  • Delete All Appointments will remove all pending appointments in the series.

6. Update the Template

• After making the necessary changes and confirming the options, click Update to save your changes and update the entire template (series) of service appointments.