Calendar – Edit an appointment
You may access an existing Appointment to view, edit or delete it. The Calendar will display the current month as well as subsequent months on the top left hand side panel. You may scroll through previous months or advance to future months by clicking on the < or > arrows respectively alongside the month shown.
1. Select the Calendar Menu/Function button
2. Left click on the relevant date in the Calendar. Scroll up/down the Calendar to the appointment
time. The details of the appointment will appear in the top centre pane.
3. If the appointment is an All Day Event, double left click on the heading at the top of the screen
to view the details of the appointment.
4. If the appointment is scheduled for a particular time, double left click on the heading of the
appointment to view the details of the appointment.
5. Make any alterations as necessary.
6. Click on Save and Close to save the information entered, alternatively click on the X at the
top right corner of the Active screen, a message will appear “Do you want to save changes?” Select Yes, No or Cancel accordingly.
Editing Features:-
Extend or shorten the length of time of an Appointment
1. Locate the Appointment.
2. To alter the start time, i.e.: to make the appointment start earlier or later, place your cursor
on the top bar of the appointment. Your cursor will change into a double pointed black arrow.
3. Drag the appointment up or down to the desired start time, release the mouse.
4. Alternatively, to alter the end time, i.e.: to make the appointment finish earlier or later, place
your cursor on the bottom bar of the appointment. Your cursor will change into a double pointed black arrow.
5. Drag the appointment up or down to the desired end time, release the mouse.
Move the Appointment to another Time Slot
1. Locate the Appointment.
2. Place and hold down your mouse on the appointment.
3. Drag the appointment up or down to the desired start time.
4. Release the mouse.
Move an Appointment to another Staff Member
Depending on your security options, if you have been given permission to view & edit other employees’ Calendar’s, you may then move an appointment from one staff member to another’s.
1. Ensure the Calendar is displaying the appropriate staff members. (In the Staff Calendars
area, select the for each applicable employee).
2. Locate the Appointment.
3. Place and hold your mouse on the Appointment.
4. Drag the appointment to the relevant Staff’s calendar and time slot.
5. Release the mouse.
Delete an Appointment
1. Locate the Appointment.
2. Click on the appointment to make sure that it is active (the appointment will have a bold border
around it when active)
3. Right Click on the appointment.
4. Select Delete.