Unscheduling/Unassigning Resources

If you need to unschedule or unassign a resource from an appointment, you can do one of the following:

Right-click the appointment on the schedule board and then select Unschedule or Unassign.
Double-click the appointment and then change the Time to 12:00 AM. and/or update the Resource to UNASSIGNED.

Unschedule a Resource

To unschedule a resource, you can do one of the following:

Right-click the appointment on the schedule board and then select Unschedule Appointment.
Double-click the appointment and then change the Time to 12:00 AM.
To unschedule all appointments for the resource, right-click on the resource name on the schedule board and select Unschedule All. This will move all appointments for the day to the Unscheduled Appointments section. The appointment is still assigned to the technician but is no longer displayed on the schedule board.

To unassign a resource, you can do one of the following:

Right-click the appointment on the schedule board and then select Unassign Appointment.
Double-click the appointment and then change the Resource to UNASSIGNED.
To unassign all appointments for the resource, right-click on the resource name on the schedule and then select Unassign All. This will move all appointments for the day to the Unscheduled Appointments section.