Sale & Appointment
How to enable "drag & drop" for appointments?
Step 1: Click “Setting“.
Step 2: Click “APPOINTMENT SETTING“.
Step 3: Select “On” for “Drag & Drop Appointment“.
Step 4: Select which action to do when appointments are overlapping existing appointment.
- Ignore: Users can place another appointment on top of the current appointment.
- Warn: WESS will warn users when placing another appointment on top of an existing appointment.
- Do Not Allow: Users are restricted from placing another appointment on top of the current appointment.
Step 5: Click on SAVE.
Step 6: Make sure the settings have been saved.
Step 7: Click “Sale & Appointment“.
Step 8: Click “APPOINTMENT“.
Step 9: Click and hold the appointment to move it to another employee or time.
Step 10: Make sure the change has been saved.
[!] You can click on Undo to reverse the action.
Last Update: Aug 2024