Moving or Rearranging a Viewing Appointment in Loop

Article Purpose: This article explains how to move or rearrange a viewing appointment within the Loop platform using two different methods.

Methods:

Method 1: Click and Drag (Diary)

1. Locate the Viewing Appointment:

   • Open your diary within the Loop platform.
   • Find the viewing appointment you wish to reschedule. 

2. Click and Drag:

   • Left-click and hold your mouse button on the viewing appointment entry.
   • Drag the appointment to the desired new time slot within the diary. 
   • Release the mouse button.

3. Amend Appointment Details:

   • A pop-up window titled "Amend Appointment Details" will appear.

4. Resend Confirmations (Optional):

   • Check the boxes to resend confirmation emails and text messages to all relevant parties.

5. Save Changes:

   • Click the "Save" button to confirm the rescheduling.

Method 2: Amend Appointment Details (Viewing Record)

1. Open the Viewing Record:

   • Click on the viewing appointment entry in the diary to open the corresponding viewing record.

2. Click "Amend Appointment Detail":

   • Locate and click the "Amend Appointment Detail" button at the top of the viewing record.

3. Change Date and Time:

   • Date: Click on the date field to access the calendar. Select the new desired date. (e.g., Tuesday)
   • Time: Use the time picker to select the new desired time. (e.g., 5:00 PM)

4. Change Duration (Optional):

   • If necessary, adjust the duration of the appointment using the duration selector.

5. Resend Confirmations (Optional):

   • Check the boxes to resend confirmation emails and text messages.

6. Save Changes:

   • Click the "Submit" button followed by the "Save" button to confirm the rescheduling.

Benefits:

• Flexibility: Provides two convenient methods for rescheduling viewing appointments.
• Efficiency: Streamlines the rescheduling process, saving time and effort.
• Communication: Enables easy resending of confirmation messages to all parties.
• Accuracy: Reduces the risk of errors by allowing direct editing of appointment details.

Support:

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