Drag Appointments Between Staff Members

In this article, we will guide you through the steps to drag appointments between staff members on the schedule.

Things to Know:

• The ability to drag appointments between staff members is governed by the "Accessing Appointments" access control setting.
• The option to drag appointments between staff members on the schedule is only available in day, week, and month view.
• Once the "Appointment Reschedule" automated message is activated, the client will receive an email or SMS confirmation regarding the changes made when an appointment is rescheduled between staff members.
• The "Notify client of change" checkbox is automatically selected by default and is only available for existing appointments. It will not appear when scheduling a new appointment.
• Once an appointment is marked as completed, the option to drag the appointment between staff members is no longer available.
• If the “Do prices vary by staff member?” setting is set to: 
  • “Prices are set by location or staff member”: The system will automatically update the appointment price when it is reassigned to a different staff member for appointments without a ticket or with an open (not closed) ticket. Example: A Hot Stone Massage is scheduled with Laura for $180. If the appointment is reassigned to Julie, whose price for the same service is $150, the system automatically updates the appointment price from $180 to $150 after reassignment.
  • "Prices are set by title per location or location group": When an appointment is reassigned to a staff member with a different title, the system automatically updates the appointment price based on the new staff member’s title for appointments that does not have a ticket or the ticket is still open (not closed). Example:

    • Junior service provider: $100

    • Senior service provider: $150

  • A Deep Tissue Massage is scheduled with Mary, a Junior service provider, at $100. If the appointment is reassigned to Julie, a Senior service provider, the system will automatically update the appointment price to $150 upon reassignment.

• For appointments with a closed ticket, attempting to move the appointment will display the following error message: “Cannot change price of an appointment that has a closed ticket!”

Dragging Appointments Between Staff Members

Log into your account:

1. Navigate to the Schedule
2. Filter to the desired location and staff
   
3. Locate the appointment you wish to update
4. Hover over the desired appointment
5. Drag it to the desired time slot and staff member 
6. After you move the appointment, the appointment modal will automatically open to give you the opportunity to review any conflicts, such as the new staff member isn't available at that time or does not offer that particular service, etc.
7. Once you are satisfied, save the appointment
8. The appointment will now be displayed under a different service provider

For more information, contact us at support@mytime.com.

Related Articles:

• Rescheduling Appointment
• Canceling Appointments
• Scheduling Multi-Staff Appointments
• Scheduling Recurring Appointments
• Appointments / Bookings Report
• Booking Appointments for Multi-Client Services In-store
• Booking Multi-Client Appointments Online
• Booking Appointments for Multiple Pets Online
• Scheduling Appointment for Pets
• Scheduling Appointment for Family Members