Reschedule a Block of Appointments

You may find that you need to reschedule several (or all) appointments that were initially created using the Appointment Wizard. When multiple appointments are created using the Appointment Wizard, Schedule assigns these appointments a unique Group ID.   This allows Schedule to easily identify these as related appointments. 

To reschedule a group of appointments:

1. Access the Related Appointments window from the Service Appointment, Job Appointment, Service Call, or Resource Activity window.
2. Select the Related Appointments icon.
3. Select By Group ID.

4. In the Related Appointments window, mark the appointments to be rescheduled. You can mark all of the appointments by selecting the checkbox in the same row as the column headers or you can individually mark appointments.

   

   Completed appointments may not be selected during this process and these will be ignored by the Mark All feature.

5. Select the Reschedule icon.
6. In the Reschedule Appointments window, edit any of the following defaulted fields:
   • Description
     If needed, you can edit the appointment/activity description.
   • Appointment Status
     You can update the appointment status for the selected appointments/activities.
   • New Start Date
     You can use the date/time picker to select the date and/or time for the starting date for the selected appointments OR you can highlight the information in the field and type the date and time.
   • Estimated Hours
     Update the estimated hours as necessary.
   • Days between Appointments
     You can edit the days between appointments if needed.
   • Skip Saturday/Sunday
     You can mark/unmark the weekend days as necessary.
7. Select Reschedule.
8. Confirm that you want to reschedule the appointments.