MRSweb - Lesson 5.3 - Edit Appointment

Lesson 5

​Chapter 3 - Edit Appointment

Here's how to edit a current appointment:

i - As in the MRSware desktop client there is more than 1 way to edit an appointment
​
​​Desktop options

Option 1 - Calendar, Agenda View
1 - Click or tap on a current appointment to open a Review Appointment form
2 - The Review Appointment form opens
​3 - Click or tap "Edit"

​4 - Change or add information to the form
(we added a Reminder in the screenshot example to the right)
5 - Click or tap "Save"



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​

Option 2 - Card, Grid, or List View
1 - Click or tap the 3 dots icon to the right of (or under) a current appointment
2 - Click or tap "Select" to open a Review Appointment form
​(see screenshot to the right)
3 - The Review Appointment form opens
4 - Click or tap "Edit"
5 - Change or add information to the form
​6 - Click or tap "Save"

Option 3 - Grid, List, or Card View:
1 - Click or tap on the appointment name to edit
2 - Click or tap the 3 dots icon on the Menu bar, to the right of your Initial
(see screenshot on the top right)
3 - Click or tap on "Select" from the Slidebar menu to open a Review Appointment form
(see screenshot on the bottom right)
4 - The Review Appointment form opens
5 - Click or tap "Edit"
6 - Change or add information to the form
​7 - Click or tap "Save"

​

Mobile Options


Option 1:
​1 - Tap on a current appointment
2 - The Review Appointment form opens
3 - Tap on the pencil icon (Edit) on the Menu bar (see the screenshot below, bottom left)
4 - Change or add information to the form (we updated the text in the screenshot example below, bottom right)
5 - Tap the checkmark (Save) on the Menu bar ​(see the screenshot below, bottom right)

Option 2:
1 - Tap on a current appointment
2 - Tap on the 3 dots to the right of a current appointment name
3 - Tap on "Select" from the Slidebar from the bottom of the screen (screenshot to the right) to open a Review Appointment form
​4 - The Review Appointment Form opens
​5 - Tap on the pencil icon (Edit) on the Menu bar 
4 - Change or add information to the form 
5 - Tap the checkmark (Save) on the Menu bar 


i  To get back to the main appointment listing, without making any changes, tap on "Corporate" at the bottom of the slidebar (see screenshot far right)
or tap on a blank space on the screen.