Editing Sessions

When you edit a session, any changes are applied to new weeks when you extend books, any existing weeks remain unchanged unless you undo books and then extend books again.

See Extending Books and Undo Books for more details.

To edit a session:

  1. From the Appointments Setup menu select Sessions .
  2. Select the Session you want to update.
  3. Select Edit to make changes. The session can now be edited.

  4. You can change the slot types in two ways:
  5. The session duration updates automatically, check this does not extend or reduce the session inappropriately and remove or add slots as required.

  6. To change an individual slot, the following options are available:

    • Copy – Select to copy the slot(s).
    • Paste – Select to paste the copied slot(s).
    • Delete – Select to remove this slot from the session.
    • Insert Before – Select to duplicate the selected slot and insert it before the selected slot.
    • Insert After – Select to duplicate the selected slot and insert it after the selected slot.
    • Set as temporary default slot – Select to set this slot as your default for this session only.
    • Set as 'Available to booking' – Make to make the slot(s) available / unavailable. If the slot is greyed out it displays as Unavailable

      :

    • Set as 'Available for web' – Select to allow patients to book this slot using Online Services.
  7. You can also make changes using the toolbar:

    Training Tip - You can select multiple slots or tick the top option to select all the slots in the session.
    • Available - Mark as unavailable for booking.
    • Web - Mark as available for online booking.
    • Change - Select to change or clear the slot type.
    • Fix Duration - Select to update a slot type duration to match the duration set in the Slot Types screen.

      Note - Slots with a duration that do not match the duration set in Slot Types are identified by a tooltip to indicate this.
      Important - If you update the slot duration, the affected session duration updates automatically. If this clashes with another scheduled session, you are unable to save your update. See Searching for Sessions in Weekly Plans for more details.
  8. Select Apply to apply your changes, Reset to reset any changes or Cancel to cancel the changes.

  9. Select Save to save your changes, Reset to cancel any changes or Sort (A-Z) to reorder the list.

Updating Rows

The following notifications display on the screen when additions, modifications and deletions are made:

  • Addition - Adding a new row.

  • Modification - Modifying an existing row.

  • Deletion - Deleting rows.

Note - The notifications disappear once you save or reset the changes, a warning symbol displays if the change cannot be made, for example, if the name you are using is already in use.
See Creating a Session or Deleting Sessions for more information.
Note - To print this topic select Print in the top right corner and follow the on-screen prompts.