The Needs action panel shows details of appointments which require follow-up action, including:
Click on a notification badge next to the Scheduling button on the main toolbar to view the Needs action panel.
The number on the red badge is the number of appointments requiring confirmation or rescheduling. The number on the blue badge is the number of incoming bookings made online that require requester verification. |
In the Create event dialog box, adjust the date, time, and duration as needed. Click .
All of the details from the original appointment are copied automatically. The original appointment remains as is (i.e. Cancelled or No show), but is removed from the Needs action panel once the new appointment is saved. |
If rescheduling is no longer required for a specific appointment, the following steps can be following to remove it from the Needs action panel.
Many of the right-click functions available on the main Scheduling screen are also available from the Needs action panel, including: