Editing Appointments (Except Service Appointments)

Editing appointments such as Staff, Sick Time, Break, Paid Time Off (PTO), Unpaid Time Off (UTO), and Drive Time follows a similar process. These types of appointments have a straightforward editing process compared to Service Appointments, which have a more complex workflow.

1. Navigate to the Schedule

• Go to Schedule from the left-hand menu.

2. Select the Appointment to Edit

• Locate the appointment you want to edit from the list.

• Click on the Edit icon (pencil icon) next to the appointment. This will open the Edit Appointment modal.

3. Edit Appointment Details

• In the Edit Appointment modal, you can modify the following fields:

  • Staff Member: Select the staff member assigned to this appointment.

  • Staff Paycode: Choose the appropriate paycode (e.g., hourly, salary).

  • Start Date: Set or change the start date.

  • Start Time: Adjust the start time.

  • End Time: Adjust the end time.

4. Additional Fields for Specific Appointment Types

• Drive Time Appointment: If you are editing a Drive Time appointment, there will be additional fields for Mileage, Starting and Ending Addresses. Enter the information associated with the drive time.

5. Save Changes

• After making the desired changes, click the Save button to update the appointment.

6. Cancel Changes

• If no changes are needed, click the Cancel button to exit without saving.