How to edit and adjust appointments

Accessing Calendar: Week View

Go to Calendar. Click on Week View if it is not the default calendar view.

Look for the appointment entry you seek to edit. It shows as a colored block with the client's name and the meeting schedule.

Assigning the Appointment Status

The appointment entry has a small icon on the top left corner. This provides a quick indicator of the status of the appointment. To change the icon, right click on the appointment entry. You will see a pop-up selection.

Choose an appointment status from the listed options: Scheduled, Confirmed, Canceled, Reschedule, Arrived, No Show, Running Late, In Progress. After you have made your selection, the new icon will appear on the top left corner of the appointment entry.  This will not change an appointment, just the status.  So if you mark rescheduled, this does not reschedule the appointment. 

Adjusting an Appointment

You can make quick adjustments by dragging and dropping the block. You can also hover the mouse cursor at the bottom edge of the block, which allows you to lengthen or shorten the duration of the appointment.

For more options, simply click anywhere inside the block. This will open a pop-up window showing the details of the appointment, including Appointment Type, Employee, Date and Time, Customer Details and Appointment Notes. Edit the information and click on Update when you are done.

The appointment details will be updated in the ProClient system.