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Re-Assign Appointments

Goal

Change Service Appointments time, length, day or technician on the scheduler. Appointments can be moved on the scheduler by dragging and dropping the event to a new resource within the same location.

Users should have access to the Service Scheduler and have permission to View/Edit service appointments.

After reading this article you will be able to:

  • Navigate to the scheduler
  • Re-assign service appointments

 

Attention Users,
Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This article is designed for Lightning Experience.

 

Step One: Navigate to the Scheduler

  1. Click the App Launcher icon.

1 Schedule Service Appointment- App Launcher.png

 

  1. Enter Scheduler in the quick search area.
  2. Click Scheduler.

2 Schedule Service Appointment- Scheduler navi.png

 

Step Two: Re-assign Service Appointments

When Re-assigning Service Appointments the Time, Day, Duration and Technician can all be changed. 

 

Time

Change the time of the service appointment.

  1. Click and hold desired service appointment card.

1 Re-assign Appointments- Time.png

 

  1. Drag to the new designated time slot and release.

2 Re-assign Appointments- Time.png

 

Day

Change the Day of the Service Appointment.

  1. Click the Work Week calendar filter.
  2. Click and hold desired service appointment card.

3 Re-assign Appointments- Day.png

 

  1. Drag to the new designated day and release.

4 Re-assign Appointments- Day.png

 

Duration

Increase or decrease the amount of time of the Service Appointment.

  1. Click and hold the bottom edge of desired service appointment card.

5 Re-assign Appointments- Duration.png

 

  1. Drag the Service Appointment card to desired duration and release.  

6 Re-assign Appointments- Duration.png

 

Technician

Change the Technician performing the Service Appointment.

  1. Click and hold desired service appointment card.

7 Re-assign Appointments- Technician.png

 

  1. Drag card to the new designated Technician.

8 Re-assign Appointments- Technician.png