Support > Route optimization > reschedule an appointment
Reschedule an appointment
There are several possibilities to reschedule an appointment to a new date. Just follow the steps below:
From the “Agenda” tab
Note: Some changes will require to reoptimize routes by clicking on the “Re-optimize routes” button.
1
Go to the “Agenda” tab of the “Organize” module.
2
Select the date on which the appointment was planned using the date picker in the top left-hand corner.
3
Identify the appointment to reschedule.
4
Double-click on this appointment.
5
Click on “…” in the top right-hand corner of the window.
6
Click on “Reschedule”.
7
Fill in the “Order details” and define the “Period for searching availabilities”.
8
Click on the blue “Search availabilities” button.
9
Select a date and click on the green “Save the appointment” button.
Note: The message “The appointment was successfully rescheduled” is visible for a few seconds in the top right-hand corner of the screen and indicates that the appointment has been rescheduled.
Note: Rescheduled appointments are not assigned to routes. From the “Map” tab, you can select the date on which you rescheduled the appointment via the date picker in the top left-hand corner and then click on “Build routes” or “Re-optimize routes”.
From the “Map” tab
1
Go to the “Map” tab of the “Organize” module.
2
Select the date on which the appointment was scheduled using the date picker in the top left-hand corner.
3
Identify the appointment to reschedule.
4
Click on this appointment to display the details.
5
From the window, click on “…” and “Reschedule”.
6
Fill in the “Order details” and define the “Period for searching availabilities”.
7
Click on the blue “Search availabilities” button.
8
Select a date and click on the green “Save the appointment” button.
From the “Routes” tab
1
Go to the “Routes” tab of the “Organize” module.
2
Select the date on which the appointment was scheduled using the date picker in the top left-hand corner.
3
Identify the route within which the appointment to be rescheduled is planned.
4
For this route, click on “…” and “More details”.
5
From the list of appointments, identify the appointment to reschedule.
6
For this appointment, click on “…” and “Reschedule”.
7
Fill in the “Order details” and define the “Period for searching availabilities”.
8
Click on the blue “Search availabilities” button.
9
Select a date and click on the green “Save the appointment” button.
From the “Plan orders” tab
1
Go to the “Plan orders” tab of the “Organize” module.
2
Select the date on which the appointment was scheduled using the date picker in the top left-hand corner.
3
Identify the appointment to reschedule.
4
For this appointment, click on “…” and “Reschedule”.
5
Fill in the “Order details” and define the “Period for searching availabilities”.
6
Click on the blue “Search availabilities” button.
7
Select a date and click on the green “Save the appointment” button.
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