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Drag and Drop Scheduling

Drag and drop is the fastest way to create and reschedule appointments in Praxi.

Creating Appointments​

Click and Drag to Book​

  1. Position your cursor on the start time
  2. Click and hold
  3. Drag down to the end time
  4. Release to open the booking form
  5. Select a client and service
  6. Confirm

The duration is automatically calculated from your drag.

Quick Booking​

If you have a frequent client:

  1. Drag to create a time slot
  2. Type the client's name in the search
  3. Press Enter to select
  4. The appointment is created with default settings

Rescheduling Appointments​

Move to a New Time​

  1. Click and hold on an appointment
  2. Drag to the new time slot
  3. Release to move
  4. Confirm if prompted

Move to a Different Day​

  1. Click and hold the appointment
  2. Drag to the new day column
  3. Release at the desired time
  4. Confirm the change

Resize Duration​

  1. Hover over the bottom edge of an appointment
  2. The cursor changes to a resize handle
  3. Click and drag to extend or shorten
  4. Release when at the desired duration

Multi-Practitioner View​

When viewing multiple calendars:

  1. Drag an appointment horizontally to change practitioner
  2. Confirm the transfer in the dialog that appears
  3. The appointment is reassigned
Permission Required

Reassigning appointments between practitioners requires the appropriate permission. Only practice owners, supervisors, and practice managers can drag appointments across practitioner columns.

Drag and Drop Tips​

Snap to Grid​

Appointments snap to 5-minute intervals by default.

Cancel a Drag​

To abandon a move, drop the appointment back where it started, or dismiss the confirmation dialog if one appears.

Conflict Handling​

If you drag an appointment to a time that conflicts with another:

  1. A warning appears showing the conflict
  2. You can:
    • Cancel the move
    • Override (if permitted)
    • Choose a different time

Mobile Devices​

Drag and drop is designed for mouse and trackpad use. On touch devices, tap an appointment and use Reschedule from the appointment details instead.

Accessibility​

For users who prefer not to use a mouse, use the appointment context menu (right-click or long-press) to access reschedule options.

Common Issues​

Appointment Won't Move​

Check:

  • You have permission to edit this appointment
  • The destination time is within working hours
  • There's no scheduling conflict

Drag Feels Slow​

This can happen with large calendars. Try:

  • Reducing the date range
  • Filtering to show fewer practitioners
  • Using a modern browser

Accidentally Moved?​

  1. Find the moved appointment
  2. Check its original time in the activity log
  3. Drag it back to the original slot

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