Copy an appointment to book another session with the same details, such as the client, service, languages and note format, at a different time.
Note: All clients, names, emails, appointments and other data shown in the screenshots are sample data we created for this guide. They are not real people or real records.
When to use this
- You want to book a client’s next session with the same service and settings.
- You want to add more sessions to a series without filling in the form again.
Steps
1. In Pro Calendar, click the appointment, then click Copy at the bottom of the Appointment panel.
2. Click a time slot on the calendar.
A message shows Appointment details copied — click a time slot on the calendar to place it. As you move over the calendar, the slot under the pointer is highlighted. To stop without copying, click Cancel on the message.
3. Check the new appointment.
A message confirms Appointment created successfully, and the new appointment opens in the Appointment panel with its new date and time, for example Wednesday, October 14, 4:00PM – 5:00PM.
