Docs

Rescheduling bookings

Move a booking by dragging it to a new time or person in the calendar, or with Reschedule on the booking. A move that's clear happens at once, with Undo; one that needs a second look asks you first.

Dragging to reschedule

Drag a booking to a new time, in the same column or someone else's. On a phone or tablet, press and hold it first. A dashed outline shows where it's going: Moving here and the new time, or Check before moving here if something needs a look. To leave it where it was, press Escape before you let go.

  1. Drag the booking

    Move it to the new time and person.

  2. Let go

    If the move is clear, it happens straight away, and a message says so with Undo. The patient is emailed the new time once Undo has gone.

  3. Check it, if asked

    If the new time needs a second look, Priorly asks first. See When a move needs checking.

Nadia Rahman's booking, faded in Amira Khalid's column at 11:30, being dragged into Tom Baker's column, where a dashed outline reads Moving here, 11:40.
Dragging a booking to Tom Baker at 11:40

When a move needs checking

Priorly asks before a move into a time that has passed, someone's break, time off or day off, outside their hours, a day the location is closed, or on top of another booking. It asks too if a session is full, or the service is paused or outside its dates.

Check before moving shows where the booking is now, where it's moving to, and what to check. Choose whether to email the patient the new time, then click Move booking, or Cancel to leave it where it was. The booking notes that it was moved anyway.

Check before moving: Arthur Bell's flu vaccination, now at 12:10 with Amira K., moving to 12:40 with Priya Shah. One thing to check: it overlaps Priya's break, 12:30 to 13:00. Email Arthur the new time, with Cancel and Move booking.
A move into a break

Some moves can't happen at all, like to someone who doesn't take that service, or more people than it takes. Nothing moves, and a message says why.

Group sessions

A booking in a group session that others share asks Move the whole session? when you drop it: move everyone in the session, or just the people in that booking. Choose whether to email them the new time, then click Move the session, or Move booking for just theirs.