 AllisonS
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| Joined: 07 Mar 2011 |
| Total Posts: 16 |
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Clone/Copy Existing Appts in Scheduler
Posted: 23 Jun 2015 02:31 PM |
Scenario: A client calls to reschedule her appointment. The staff member goes to the Scheduler, marks her old appointment as "Rescheduled," and creates a new appointment at the new time.
Problem: We have to copy/paste appointment information from the old appointment to the new one. The old subject field has to be copied/pasted to the new subject field. The same goes for the comment fields. That requires switching between the two appointment windows at least once, which can be time-consuming for non-tech-savvy staff.
Suggested Resolution: Allow centers to duplicate/clone client appointments from one timeslot to another in the Scheduler. All the staff would have to do is select the date and time of the new appointment. |
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Re: Clone/Copy Existing Appts in Scheduler
Posted: 25 Jun 2015 12:50 PM |
Hi Allison,
It's great to hear from you! Thank you for taking the time to share your feedback with us. I love your idea! Please get in touch with your Account Manager, Khristey at 469-293-3079 ext: 107, to discuss your feedback further so we can detail and add to our feature request list to be considered for a future update. Thank you again for getting in touch with us
Blessings,
Ashleigh |
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