Manage an Appointment
Learn about managing Appointments in Maica.
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User Guide
Learn about managing Appointments in Maica.
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Once an has been , you may want to change some of the details, such as the Resource(s) or Checklist applicable to the . All this can be done via the Manage Appointment processes outlined in this article.
In order to begin Managing an Appointment, simply click on the Appointment in your Planner. To manage the fields after selecting an , click the edit button in the bottom right corner of the Manage Appointment screen. Until you click this button, all fields will be read-only.
Once editing, you are able to manage the following sections:
This section allows you to manage your existing Appointment Service(s) as well as add new Appointment Service(s) if needed.
The following fields are manageable:
1
Click this button to add an additional Appointment Service(s).
2
3
4
This number outlines the number of Appointment Service(s) that are connected to your appointment.
5
The Custom Fields tab captures any information from Custom Fields that have been added to your Organisations Appointment profile beyond what Maica offers. This section allows for the management of already added fields, not the addition of new fields.
When editing a Recurring Schedule, you have the following options:
First AppointmentThe first Appointment in a series of Recurring Appointments is seen to be the blueprint of what will be created in future Appointments. This includes all details for the Appointment, such as Participant(s), Resource(s), Location, Date & Time Information, etc. This means that any modifications made to the first Appointment will affect all subsequent Recurring Appointments generated, thus adjustments should be carefully examined.
Maica will prompt you to confirm that you would like to apply changes to all future Appointments, as shown below.
Subsequent AppointmentEditing any subsequent Appointment within a series of Recurring Appointments gives you the option to either apply changes to just the Appointment being edited or to all future Appointments. Again, Maica will prompt you to confirm which option you would like to apply the changes to, as shown below.
If you select to apply changes only to the Appointment being edited only, then the updated Appointment retains its link to the parent Appointment Schedule, however Maica identifies it as a modified Appointment and hence as a "gap" in the schedule, which prevents the creation of any replacement or duplicate Appointment records. This logic is further detailed below:
If you select to apply changes to all future Appointments, then essentially the edited Appointment becomes the Master Appointment of a new Appointment Schedule and a new Schedule is created, beginning from the selected Appointment onwards.
This prevents unintended changes from being applied to both Schedules and ensures historical accuracy is maintained. The logic is further detailed below:
Once you have made the changes, either click the Tick icon to confirm your changes and update your Appointment, or the Undo icon on the bottom left of the screen to cancel your changes.
In this section you can manage the , and allocated to your selected Appointment. Similarly to , you can do this by simply typing the name of a Participant, Resource or Asset (or multiple), or by clicking on the Filter icon which allows for of any of the above mentioned.
You can also adjust Date & Time Information as well as the Type of . This is aimed at showing you quickly who is attending and who is delivering services on what date and and what time.
Change the quantity of an to control how long each may spend at an . The quantity of an is further explained .
Click this button to refresh any changes to your including an adjustment of quantity. This will update any relevant information including the Service cost.
Click this button to mark this as cancelled, this will exclude this Service from your .
If the selected do not have an Agreement for the added , an error will occur. This error is further detailed .
This section enables the editing of the Location at which the is being held including a lookup to an existing Location, a Participant Mailing Address, a manually-entered Address, or a Digital Location for this only.
The focus of this section is to edit the and applicable to this . The lookup is filtered by active at the same that the is being held.
To learn about creating a Recurring Schedule for an Appointment, please click .
This logic aligns with how the Maica handles Appointment records, where the Appointment remains linked to the Appointment Schedule without triggering replacements.
