How do I Extend a Permanent Appointment?

How do I extend a permanent appointment?

1.  From the Home Screen 

• Home Screen
• Look at the Alert Center on right
• Select 'Scheduled Permanent Appointments Running Out'
• In the actions sections on left, select 'Extend Appointment'
• Complete the information on the screen as needed
• Select add appointment

**Notes on extending permanent appointments:

• All of the previous form field values should be selected EXCEPT for Weeks Repeated.
• The Date will default to 1 week from the Last Scheduled Appointment for Date and Time listed on the Scheduled Permanent Appointments Running Out report.  If you are extending the appointment out beyond 1 week, be sure to drop the Weeks Repeated down and selected the necessary number of weeks up to 52 weeks.
• Class registrants are not copied into extended class appointments and will need to be added manually
• A Permanent Appointment will remain on this list for two weeks as a reminder unless it is extended in the Scheduler.

2.  From Training Reports (This will allow you to pro-actively manage/extend your future appointments)

• Reports -> Training -> Scheduled Permanent Appts Running Out
• In the actions sections on left, select 'Extend Appointment'
• Complete the information on the screen as needed
• Select add appointment