Edit Weekly Plans

You can easily update the weekly plans as needed.

  1. From the Appointments Setup menu select Weekly plans .
    See Appointments Setup Menu for more information.
  2. Select the plan you want to update.
  3. The Edit and Delete options display.
  4. Select the Edit button. The weekly plan displays.
  5. The following options are available:

    6. Drag the session to a different time, to change the start time.

    Right click on a session, this displays a menu with the following options:

    • Edit current template - See Editing Sessions for details.
    • Edit start time - Change the session time manually, alternatively the session can be dragged to a different time.
    • Duplicate current template - Rename and modify. For example, save as a Week 2 plan and update accordingly.
    • Copy - Copy session to another day or time.
    • Delete - Deletes the session from the plan. This doesn't delete the actual session from the session list.
    • Select Session - Add a session to the plan.
    • Paste - This option appears after you select a session to copy.

    If you right click on an empty area of the plan, the following options display:

    • Paste - This option appears after you select a session to copy.
    • Select Session - Add a session to the plan.

    Sessions can be inserted using the Add button at the top right of the view.

    The session list displays to the right of the plan, select a session and drag into the plan:

    Note - As soon as you select a session from the list, the session list moves out of view.

    Sessions can also be added via the right click menu. See - Right Click Menu.

    The Options menu at the top right of the screen has the following options:

    • Delete all
      This clears all the sessions / busy time from the current plan.
    • Show whole week
      If there are 7 days active, the full week displays.

 

    Note - A Conflict alert displays if you try to insert a session that overlaps another. Choose Remove to take out the existing session and proceed.
  1. Select Apply to update the plan with the changes.
  2. The Weekly plans list displays.

  3. Select Save to save your changes or Reset to cancel any changes.

Updating Rows

The following notifications display on the screen when additions, modifications and deletions are made:

  • Addition - Adding a new row.

  • Modification - Modifying an existing row.

  • Deletion - Deleting rows.

Note - The notifications disappear once you save or reset the changes, a warning symbol displays if the change cannot be made, for example, if the name you are using is already in use.
See Video Tutorials and Add Weekly Plans for details.
Note - To print this topic select Print in the top right corner and follow the on-screen prompts.