Bulk Edit Appointment Locations (My Clients Plus 3.0)

 Permissions: You must have Administration Permissions You must have Administration Permissions or have the Can use bulk edit appointments permission.

Administrators are able to edit future Appointment Locations in bulk. If an Invoice or a Signed Progress Note is already attached to an Appointment, you will not be able to select it for bulk edits.

Bulk Edit Appointment Location

1. Click Schedule in the navigation bar.
2. Select either the Day, Week, Month, or Staff tab.
3. Click Bulk Edit Appointments link.
4. Select the original Location and Room for Appointments that you want to change. 
5. Click Search. All future individual Appointments that meet your search criteria display.
6. Select checkbox for appropriate Appointments. Or Select All at top.
7. Click Edit Selected Appointments button.
8. Original Location displays on left. Select New Location and Room on the right.
9. Click Update Appointments.