Bulk Editing Events

Check out the Video Help Article on  Bulk Editing Services

Using the Bulk Edit feature, you can quickly make changes to multiple events at one time. Let's say one of your clients calls in and decides that for the next month they would prefer a 60-minute visit rather than a 30-minute visit for their pet. Rather than having to go into each visit one by one making this change, we can quickly change all of them at once with the Bulk Edit Tool.

Using the Bulk Edit Tool

  1. Open the calendar service order for the invoice. An easy way to do this is to click on one of the events you want to edit and select the three bars in the upper right hand corner. 

    Selected event on the Scheduler with an arrow pointing to the three bar icon to pull up the service order

  2. Click the "Bulk Edit" icon within the service order container.

    Image of icons in upper right hand corner of the service order with an arrow pointing to the Bulk Edit option

  3. A new window will appear. A table with all of this invoice’s events will be displayed. You can select multiple events by clicking on each row one by one. To select or deselect all rows, use the All/None checkbox button. 

    Image with arrow pointing to the All/None checkbox button

  4. When ready, click the “Edit Events” button. This button will indicate how many events will be updated by this bulk edit. For example “Edit 21 Events”.

    Bulk Edit pop up window with 21 events selected The next screen will allow you to selectively update certain values for all of these events. Since many of these events can potentially have different values, none of these fields will be pre-populated.

  5. Only fields that are not greyed out and that have a checked box will be updated. For example, in the following screenshot, we are updating the client time display, and the service and it's duration for these 21 events to make them 30-minute visits that have a 30-minute scheduled duration.

    Pop up window to edit selected events

  6. When you are ready, click the “Save Changes” button.

Bulk Deleting Services

The Bulk Edit tool will also allow you to delete multiple scheduled services as well.

  1. Follow Steps 1 – 3 in the previous section to select the events you would like to delete.
  2. Rather than clicking the “Edit Events” button, click the “Delete Events” button. This button will also indicate how many selected events will be deleted.

    Bulk Edit pop up window with 21 events selected and an arrow pointing to the "Delete 21 Events" button

  3. A popup will display asking you to confirm this action. Click “Yes, Delete These Events” to finalize the delete.
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