Rescheduling Multiple Appointments

More Info: If a client only needs to reschedule a single appointment, click here for instructions.

Click on the toolbar.

The Appointment Book displays.

In the Date field, select the date of the appointments.
Locate the column for the service provider.
Right-click on one of the client's appointments and select Intelli-Move.

The Intelli-Move window displays.

(Optional) Click Reset Non Request if the client is willing to reschedule the appointment with any employee.
Select the days and times in which to reschedule the appointments.

Complete the following as necessary:

In the Maximum wait between services field, specify the maximum time that the client is willing to wait between services.
In the Num of choices field, select the number of choices to display in the list of available openings.
Select Use masking (if exist) if masking intervals are used for your employees.

Note: Masking intervals define the preferred interval at which you should schedule appointments with an employee. Click here for instructions on how to define masking intervals.

Select Honor Employee Column Order to configure the scan to search for available openings with employees based on the employee column order of the Appointment Book (left to right).

Note: Openings are located randomly when you do not select this option.

In the Appt Category field, select an appointment category to assign to the rescheduled appointment.

Click Scan.

A list of available openings displays.

Tip: If there are no openings available, adjust the entries in the Date/Time Range for Client section and click Scan to perform another search.

Select the desired appointment times.
Click Move It.

A notification displays to confirm the rescheduling.

Click OK.
Click Close.

Note: If a list of clients on standby displays, you should contact these clients to fill the openings created by the rescheduling. Click here for instructions on how to fill an opening with a client on standby.