Deleting Sessions

To delete a single session:

Note - If a slot type or session is linked to a weekly plan, a message will appear telling you where it’s being used. These linked items cannot be deleted.
Sessions that are not linked to a weekly plan can be deleted. No warning message will appear.

From the Appointments Setup menu, select Sessions and the existing sessions display:

See Appointments Setup Menu for more information.
Select the Session you want to remove and the Edit and Delete options display.
Select Delete to remove the session.

Note - If the session is in use in a weekly template a warning displays:

The session must be removed from the template(s) before it can be deleted.

Training Tip - Select Copy to Windows Clipboard to copy the details of the sessions to the Windows Clipboard and paste into a document if required.

Select to return to the Sessions screen.
Select Save to save your changes, Reset to cancel any changes or Sort (A-Z) to reorder the list.

Training Tip for Sessions not linked to a Weekly Plan - Create a template called All Sessions. Add all sessions to this template.

Deleting Multiple Sessions

To delete multiple sessions:

Remember - You cannot delete sessions that are in use in a Weekly Plan.

From the Appointments Setup menu, select Sessions and the existing sessions display:

See Appointments Setup Menu for more information.
Tick the sessions you want to remove and the additional toolbar displays:

Training Tip - You can select multiple sessions or tick the top option to select all the sessions in the list.
Select Delete to remove the session.

Note - If any of the sessions are in use in a weekly template a warning displays:

The sessions must be removed from the template(s) before they can be deleted.

Training Tip - Select Copy to Windows Clipboard to copy the details to the Windows Clipboard and paste into a document if required.

Select to return to the Sessions screen.
Select Save to save your changes, Reset to cancel any changes or Sort (A-Z) to reorder the list.

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 Creating a Session and Editing Sessions for more details.

Note - To print this topic select Print

in the top right corner and follow the on-screen prompts.