We're Moving to a New Support Platform – Starting June 1st!

We’re excited to let you know that starting June 1st, we’ll be transitioning to a new support system that will be available directly on our product websites – Amelia, wpDataTables, and Report Builder. In fact, the new support platform is already live for Amelia and wpDataTables, and we encourage you to reach out to us there.

You'll always be able to reach us through a widget in the bottom right corner of each website, where you can ask questions, report issues, or simply get assistance.

While we still do not offer live support, a new advanced, AI-powered assistant, trained on our documentation, use cases, and real conversations with our team, is there to help with basic to intermediate questions in no time.

We're doing our best to make this transition smooth and hassle-free. After June 1st, this current support website will redirect you to the new "Contact Us" pages on our product sites.

Thanks for your continued support and trust – we’re excited to bring you an even better support experience!

Okay
  Public Ticket #2890906
Changing the employer and/or location of an appointment
Closed

Comments

  •  1
    James started the conversation
    October 9, 2021 at 12:53pm

    Dear sir/madam,

    We have multiple Locations and multiple Employees set up in Amelia. I would like to change/edit the Location and/or the Employer of an already made appointment by a customer. When I want to do this I am not able or allowed to do this - I only see the other options (Locations or Employers) in the list in light grey. (I am able to change the Service type though).

    Is there anyway to able to edit the Location and/or Employer of a made appointment?

    Regards,

    Dr. Fouché

  • [deleted] replied
    October 12, 2021 at 9:58am

    Hi, James,

    Sorry for the delayed response.

    Yes, it is possible to assign another Employee to a booked Appointment. I just tested it on our demo site and it worked fine, so I believe there should be no bugs related to it.

    For that, please delete the location in the Appointment modal first, and then all available Employees will become highlighted in the Employee selection drop-down. Also, please make sure that this Service is assigned to the Employee that you try to select.

    Hope that will help.

    Best Regads. 

  •  1
    James replied
    October 12, 2021 at 10:21am

    Hi Liza,

    Thank you for your response.

    I just discovered that when I want to edit an Appointment (to change the Location and/or Employee), a small cross appears when I hover my mouse over the block where the current Location is seen. If one clicks on this small cross I get the opportunity to select another Location (when the Employee is already removed by the cross in that box). So now it works. Maybe this can help others (the fact that the cross is small and only appears when one hovers over the box.

    Regards, James

  • [deleted] replied
    October 13, 2021 at 10:30pm

    James,

    Thank you for sharing with us. I never experienced that, to be honest, so that's something surprising to me as well.

    Please feel free to contact us if you have any other questions.

    Best Regards.