Undo Books

 

Slot Utilisation, Undo Books and Updating Planners (2:56)

Important - For practices with a hosted server, for example AEROS, you must watch the videos on your local desktop. To do this copy and paste the url for this web page into your local browser. Local health board restrictions may also affect access.

Once the books have been extended, these can be undone on an individual book owner basis.

  1. Open the Extension Plan view.
    See Extension Plan.
  2. Right click on the active week(s) that you want to undo.

Note - Only the latest week(s) can be undone. You can select multiple weeks, for one book owner by holding the CTRL key.
  1. Select Undo books.
    A warning displays.
  2. Check the warning, and select the Confirm button to proceed.

Note - Any existing appointments will be moved to the clipboard within Appointments.
  1. As the books undo a progress indicator displays.

  1. A message displays confirming undo books completed.
    Select the OK button, to clear the message and check any warnings.

Note - Any booked appointments move to the clipboard, an alert also appears when you hover over the warning indicator.
These appointments will need to be manually rescheduled.
  1. If any of the appointments moved to the clipboard have linked appointments, open the Linked Appointments Warning screen to view the linked appointments.
    See Linked Appointment Warnings for more information.
  2. Select the Close button, at the bottom right of the screen, to return to the Extension Plan view.
See Extending Books.
See Video Tutorials for further Appointments Setup videos.
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