Bulk action on appointments

Modified on Thu, 19 Oct, 2023 at 10:01 PM

You can take bulk action on the appointments based on the status. To take bulk action, you need to navigate to the list screen and filter out the appointment based on your needs.



Note: To take bulk action, all the selected appointments should be in the same status

You can select multiple appointments to take bulk action

Bulk action for unassigned appointments:

1. Assign: You can assign a single staff to multiple appointments at once. 

2. Decline: You can decline an unassigned appointment or new appointment request with this bulk action



Bulk Action for assigned appointments:

1. Start: You can start multiple appointments together

2. Reassign: Multi-select and reassign appointments to the selected staff member. 

3. Complete: Mark appointments complete without having to start/stop

4. Delete: Cancel multiple appointments at once



Bulk Action for in-progress appointments:

1. Stop: Once the appointment is started you can stop them in bulk



Bulk Action for all appointments:

1. Add add-ons: Add-ons can be added in bulk to the existing appointments

2. Remove add-ons: Add-ons can be removed from the existing appointments

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