Prevail User Knowledge Base

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This How-to covers changing anything about any appointment by finding the appointment in the calendar.

\uD83D\uDCD8 Instructions

  1. Find the desired appointment in any calendar view.

  2. Double-click on the desired appointment.

  3. Make any desired changes to the appointment.

  4. Click the ‘Save’ button at the top of the window.

  5. Optional: Click and drag appointments in the calendar to change its date and/or time.

  6. Note: If the Notification Message box is checked in the appointment window, Prevail will automatically send a text message to the client to tell the about the change to their appointment.

Creating a Task, Completing a Task, Creating an Appointment, Modifying an Existing Appointment, Cancelling .vs. Deleting an Appointment, Rescheduling an Appointment.

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