Moving and copying bookings

Moving and copying bookings

Previous Top Next

Moving a booking

Once a booking has been made it may be necessary to move it later. SoftBooking allows this to be done in several simple ways:

Same day

To move an appointment on the same day the user simply has to use the 'drag and drop' facility, this means you click and hold the top line of the appointment you want to move then drag the appointment to where you want to move it.

Day to day

To move a booking from one day to another, you must use the cut and paste facility. Choose the appointment you wish to move and click on the title bar with you right mouse button; a dropdown list will appear; select the option cut; now navigating through the diary as usual (clicking on the appropriate day on the sidebar calendar) select the date you wish to move the appointment to; finally find the appropriate time/staff member to move the appointment to and right mouse click on the cell; from the dropdown list select paste; the appointment will be moved.

Copying appointments

If a client wishes to repeat a booking it is possible to copy the appointment into another location, please note if the appointment being copied has been paid, the copied appointment will become unpaid again.

To copy an appointment, choose the appointment you wish to copy from and click on the title bar with you right mouse button; a dropdown list will appear; select the option copy; now navigating through the diary as usual (clicking on the appropriate day on the sidebar calendar) select the date you wish to copy the appointment to; finally find the appropriate time/staff member to copy the appointment to and right mouse click on the cell; from the dropdown list select paste; the appointment will be copied.