Changing Appraisal Appointments in Loop

This article explains how to modify scheduled appraisal appointments within the Loop platform, including changing the date, time, and assigned team member.

Method 1: Changing Appointments via the Diary:

1. Access the Diary:
   • Navigate to your Loop diary.
2. Select the Appointment:
   • Locate and click on the appraisal appointment you wish to modify. (e.g., the appointment on Saturday at 3:00 PM).
   • This will open the appointment details.
3. Modify Appointment Details:
   • Team Member: To change the assigned team member, click the dropdown menu and select a different name.
   • Date: To change the date, select the date field and choose a new date.
   • Time: To change the time, click on the time field and select the desired time (e.g., 4:00 PM).
   • Duration: Adjust the appointment duration as needed (e.g., 45 minutes).
4. Save Changes:
   • Click "Save" to apply the modifications.
5. Send Email Updates (Optional):
   • Before saving, you can choose to send email updates to notify relevant parties about the appointment change.

Method 2: Changing Appointments from the Appraisal File:

1. Access the Appraisal File:
   • Navigate to the specific appraisal file for which you want to change the appointment.
2. Click "Change Appointment":
   • At the top of the appraisal file page, click the "Change Appointment" button.
3. Modify Appointment Details:
   • Team Member: Select the new team member from the dropdown menu.
   • Date: Choose the new date for the appointment.
   • Time: Set the new time for the appointment.
   • Duration: Adjust the duration of the appointment.
4. Save Changes:
   • Click "Save" to apply the changes.

Support:

• If you have any questions or require assistance, please contact the support team at support@loop.software