How to 'Move' and 'Copy' Appointments Using the Clipboard

Your appointment book is as flexible as you are. Here's how to move or copy an appointment using the Clipboard.

Moving or rescheduling an appointment with the Clipboard

1. On your Appointments page, click the appointment you want to move.
2. In the Visit Details pop-up, hit Re-schedule. The appointment disappears from its column and lands in the Clipboard panel at the bottom right. A dashed outline shows where it used to be.
3. Pick the new date with the arrows next to the date, or click the date to open the calendar.
4. Click the time slot in the operator's column where you want the appointment to go. It moves there straight away and the Clipboard empties.

Quick check. The Clipboard panel and its green icon only show up while something is parked there. Once you place the appointment, they disappear again.

Copying or rebooking an appointment with the Clipboard

Copying is handy when a client wants the same appointment again on a different day, without touching the original booking. Say a client wants the same colour again in six weeks. Copy it and drop it onto the new date.

1. Click the appointment, then hit Copy in the Visit Details pop-up. The appointment stays on the diary and a copy waits in the Clipboard panel, ready to place.
2. Pick the new date, then click the time slot where you want the copy to go.

Both appointments now sit on the diary: the original where it was, and the new copy on the date you chose.

Note: You can park more than one appointment in the Clipboard at a time. Each one keeps its own place until you place it or hit Clear.

Related articles

How to Create an Appointment

Questions? Head to your Help & Support page and click Submit a Request. We've got you.