Bulk Editing Events
Using the Bulk Edit feature, you can quickly make changes to multiple events in a service order at one time. Let's say one of your clients calls in and tells you that for the next month, they want to switch to 60-minute visits rather than 30-minute visits for their pet. Rather than having to go into each visit one by one to make this change, we can quickly change all of them at once with the Bulk Edit Tool.
IN THIS ARTICLE
Check out this video from our Customer Experience Team on Bulk Editing Events!
Using the Bulk Edit Tool
Open the 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.
Click the "Bulk Edit" icon within the service order container.
A new window will appear. A table with all of this invoice’s events will be displayed. You can select multiple events by checking off each row one by one, or to select or deselect all rows, use the All/None checkbox button.
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”:
The next screen will allow you to update specific details for the selected events. Since some of the events may have differing existing details, none of these fields will be pre-populated. For example, you may have selected some events scheduled at 7:00 am and some at 8:00 am, or some are cancelled, and some are completed.
Important: Only the details you select here will be updated. For example, in the following screenshot, we are updating the Client Time Display, the Service, and the Duration for the 21 selected events to make them 30-minute visits that have a 30-minute scheduled duration.
When you are ready, click the “Save Changes” button.
Note: If the services you are bulk editing do not include any pets, un-check the pets and click "Save Changes" when you are ready. This will remove them from the events you are editing:
Bulk Deleting Services
The Bulk Edit tool will also allow you to delete multiple scheduled services.
Please note deleting events is not reversible. If events are deleted, a record of them can be found in Deleted Event History.
- Follow Steps 1 – 3 in the previous section to select the events you would like to delete.
Rather than clicking the “Edit Events” button, click the “Delete Events” button. This button will also indicate how many selected events will be deleted.
- A popup will display asking you to confirm this action. Click “Yes, Delete These Events” to finalize the delete.
FAQs
Q: I noticed when using Bulk Edit and changing the time of the event(s), the event durations default to 30 minutes, why?
When using Bulk Edit, it cannot take into account the existing details of the events you are editing, such as durations, as it sometimes looks at multiple events that could be using different durations all on the same invoice. When bulk editing events that are not 30 minutes long, you'll need to edit both the start and end times to achieve the duration you want.