Sale & Appointment

How to enable "drag & drop" for appointments?

1. Click on Setting

2. Click on APPOINTMENT SETTING

3. Select On for Drag & Drop Appointment

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

5. Click on SAVE

6. Make sure the settings have been saved

7. Click on Sale & Appointment

8. Click on APPOINTMENT

9. Click and hold the appointment to move it to another employee or time

10. Make sure the change has been saved

[!] You can click on Undo to reverse the action

Last Update: Aug 2023

Still need help? Don't worry, we're here to help

Still need help?
Don't worry, we're here to help

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