E-Training*: Modify an Existing Appointment

This How-to covers modifying an existing appointment in any calendar view.

To view these steps through an instructional video, click the link below.

Video Link: Modify an Existing Appointment

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.

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

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

Related articles

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