# Editing Appointments

The editing of existing **Appointments** is primarily done via the **Maica Client Care** [Planner](https://kb.maica.com.au/planner-management).

{% embed url="<https://app.arcade.software/share/tpUj8cAK70EdE6XsQbqr>" %}
Edit an existing Appointment
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You are able to edit an existing **Appointment** by clicking on it in the [Planner](https://kb.maica.com.au/general-information/client-care-settings/planner-management) which will present the dialog shown below with the following sections.

<table><thead><tr><th width="247">Section</th><th>Notes</th></tr></thead><tbody><tr><td>Basic Details</td><td>This section shows the Participants, Resources, Date &#x26; Time Information as well as the Type of <strong>Appointment</strong>. This is aimed at showing you quickly who is attending and who is delivering services on what date and and what time.</td></tr><tr><td>Service Items</td><td>This section lists all captured <strong>Appointment Services</strong> to be delivered to each Participant. <br><br><em>This is read-only when editing an <strong>Appointment</strong> and any changes to <strong>Appointment Services</strong> require a new <strong>Appointment</strong>.</em></td></tr><tr><td>Location</td><td>This section enables the editing of the Location at which the <strong>Appointment</strong> is being held including a lookup to an existing Location, a Participant Mailing Address, or a manually-entered Address for this <strong>Appointment</strong> only.</td></tr><tr><td>Additional Information</td><td>The focus of this section is to edit the Shift and Checklist applicable to this <strong>Appointment</strong>. The Shift lookup is filtered by active Shifts at the same Location that the <strong>Appointment</strong> is being held.</td></tr><tr><td><strong>Appointment</strong> Notes</td><td><strong>Appointment</strong> Notes provide for the ability to add notes, descriptions, or instructions to the <strong>Appointment</strong> as free text to provide further context around the <strong>Appointment</strong> itself.</td></tr><tr><td>Recurring Schedule</td><td>Editing the Recurring Schedule for an Appointment has a number of impacts on future Appointments so we have described this further in more detail <a href="#editing-the-recurring-schedule">here</a>.</td></tr></tbody></table>

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<figure><img src="https://558904096-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKdn9R0jFmixyPeVowFpF%2Fuploads%2FsVGeIiUDOsFfUv87O5Tm%2Fimage.png?alt=media&#x26;token=bc71f238-1d0d-4c2a-a4b8-1f4265acbb68" alt=""><figcaption><p>Edit an Appointment</p></figcaption></figure>

When editing Appointments, the following actions are available to you.

* [Checking in/Checking out](https://kb.maica.com.au/appointment-management/managing-appointments/checking-into-appointments)
* [Quick Complete](https://kb.maica.com.au/appointment-management/creating-appointments/appointment-sections)
* [Cancel](https://kb.maica.com.au/appointment-management/managing-appointments/broken-reference)
* [Edit](#editing-an-appointment)

### Editing an Appointment

You can start editing your **Appointment** by clicking the `Pencil` icon on the bottom right and the various sections described above become available to make changes to. Once you have made the changes, either click the `Tick` icon or the `Undo` icon on the bottom left of the screen.

<figure><img src="https://558904096-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKdn9R0jFmixyPeVowFpF%2Fuploads%2FV7E4TbjVYFN763cWo3om%2Fimage.png?alt=media&#x26;token=454ef581-7f16-48ab-bea9-14ba8aea2ca8" alt=""><figcaption></figcaption></figure>

### Editing the Recurring Schedule

Editing the Recurring Schedule of an existing Appointment offers the following options to you.

#### Edit the <mark style="color:green;">**First**</mark> **Appointment**

The 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 Participants, Resources, Location, etc. This means that any changes made to the first Appointment will reflect on all future Recurring Appointments being generated and therefore changes might need to be considered carefully.

Maica Client Care will prompt you to confirm that you would like to apply changes to all future Appointments as shown below.

<figure><img src="https://558904096-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKdn9R0jFmixyPeVowFpF%2Fuploads%2F1Op0wr9Pu5th9NIE77bZ%2FFirstAppointment.png?alt=media&#x26;token=8f290197-506d-43bd-a861-2227b981c50d" alt=""><figcaption><p>Editing the First Appointment</p></figcaption></figure>

#### Edit a Subsequent **Appointment**

Editing 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.

<figure><img src="https://558904096-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKdn9R0jFmixyPeVowFpF%2Fuploads%2F31wsdDffUwDCsfxzsfqy%2FAnyAppointment.png?alt=media&#x26;token=98c2853d-f987-49bd-8523-882becdeac09" alt=""><figcaption><p>Edit any subsequent Appointment</p></figcaption></figure>

{% hint style="info" %}
If you select to apply changes only to the **Appointment** being edited only, then Maica Client Care will remove the Recurring Schedule from this **Appointment** and effectively turn this **Appointment** into a single **Appointment** with all changes reflected.
{% endhint %}

#### Cancel an **Appointment**

When **Appointments** are cancelled, **Maica Client Care** will mark any existing **Delivery Activities** (the services a Participant was scheduled to receive) as `cancelled` rather than simply delete the **Appointment** and associated information.&#x20;

<figure><img src="https://558904096-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKdn9R0jFmixyPeVowFpF%2Fuploads%2FaZF8USfz3XpgUlTxNX1H%2Fimage.png?alt=media&#x26;token=8e1bf0c7-761d-47bd-b6bf-a4eb5c2dfd8f" alt=""><figcaption></figcaption></figure>

**Maica Client Care** supports two scenarios in which **Appointments** can be cancelled, including:

* Single **Appointments** are cancelled by simply setting all related **Delivery Activities** to cancelled and the **Appointment** `Status` is also set to cancelled. *Appointments are not deleted.*
* Recurring **Appointments** are cancelled for either only the specific **Appointment** being managed or for any future **Appointments** part of the **Appointment Schedule**.
