How-To GuideBeginner3 min read

How to Reschedule Appointments Using Drag and Drop

Quickly move appointments to new times by dragging them on the calendar in Local Business Pro.

Quick Answer: Click and hold an appointment on the calendar, drag it to the new time slot or day, and release. Confirm the change and optionally notify the customer.

Step-by-Step Reschedule

  1. Navigate to Operations > Calendar
  2. Switch to Day or Week view for easier dragging
  3. Find the appointment you want to move
  4. Click and hold on the appointment block
  5. Drag it to the new time slot or day
  6. Release to drop it in the new position
  7. Confirm the reschedule in the popup
  8. Optionally check the box to notify the customer

Tips for Drag and Drop

  • Use Week view to move between days easily
  • Day view is better for precise time adjustments
  • Hold for a moment before dragging to 'grab' the appointment
  • Check team member availability before dropping

Frequently Asked Questions

Q: Can I drag to a different team member?
A: If viewing all team members, you can drag to a different person's column.

Q: What if I drop in the wrong spot?
A: The confirmation dialog lets you cancel. You can also drag it again to correct.

Tags:

rescheduledrag-dropcalendarappointmentsmove

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Last updated: February 1, 2025