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?
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.
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.
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
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.
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
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.