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Drag an appointment to move it

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You can drag an appointment on the calendar to move it. Check the new time with the patient before relying on the diary change.

What you can do

  • Drag an appointment in day or week view to move it. In day view, drag it sideways to move it to another practitioner. The move saves when you drop it.
  • Thirty seconds to undo. Use Undo in the bar at the bottom. It can put the visit back if the old slot is still available. Read any refusal shown.
  • Reminders keep up. The move adjusts form due dates and re-arms reminders for the new time. A message already delivered cannot be taken back, so contact the patient if they could be relying on an old reminder.
  • Visits with several treatments move together, preserving their order and gaps.

Payments stay with the booking, and double-booking protection still applies. A freed slot can be offered to matching patients on your waitlist after the undo window.

What you cannot drag

You cannot drag in month view, or move a visit that has a completed, cancelled, no-show or pending reservation-fee appointment. A visit that has already started can be pushed later, but cannot be dragged back into time that has passed.

What you may want to do

Check the new practitioner and time after a move. Contact the patient directly to agree the change.

See Moving an appointment for more detail.

Telling the patient about a move

Owners can enable Appointment moved under Settings, Messaging. Email and SMS have separate switches, and the SMS automation starts off. A change of day or practitioner, or a time change of more than 15 minutes, can queue a notice. It waits through the 30-second Undo period and the scheduled send job. Delivery still depends on the channel, patient preferences and contact details.

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