E-Training 66: How-to 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.

https://share.synthesia.io/2dfe1a91-f58a-46b5-9b9a-55ad0065fe03

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.

\uD83D\uDCCB Related articles

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