Permissions

Any user can edit recurring appointments. Please keep in mind that the steps are different if you want to edit the series of appointments versus an occurrence appointment.  

Edit the Series

When you edit the series you will be editing all future occurrences of that particular appointment series. 

  1. Go to the Client's profile.
  2. Click on Appointments on the sidebar navigation.
  3. Go to the next future appointment in the list of appointments and click on the blue appointment link on the left under "Date/Time"
  4.  It will ask if you want to edit the occurrence or the series, click Edit Series.
  5. Make changes and save. All future appointments will now be updated. 

Edit Occurrence 

Follow the steps below if you need to edit or change a specific appointment that is part of recurring appointments.  

  1. Go to the Client's profile.
  2. Click on Appointments on the sidebar navigation.
  3. Find the specific date you wish to edit and click on the blue appointment link on the left under "Date/Time"
  4. It will ask you if you want to edit the series or occurrence: Click on Edit Occurrence.
  5. Make the change you wish to make to the specific appointment and click Save.

To learn or see more check out our video

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