Amending existing diary bookings is a quick process.
Change The Day of The Visit
If all you need to do is change the day of the visit but all other details can stay the same (i.e. timeslot) you can simply ‘drag and drop’ theĀ visit from the diary view, from one day to another.
Change The Assigned Engineer
If all you need to do is change the engineer attending but all the other details can stay the same (i.e. timeslot) you can simply ‘drag and drop’ the visit from the diary view, from one engineer to another.
Change The Timeslot or Notes
- click and left-click hold the booking and drag it down ever so slightly within the same engineer container
- You should see a box appear with a green background. Let go when you see this
- the booking details dialog box will appear. Make your changes
- click on ‘confirm’