# Drag and Drop on Organisation Calendar This feature is only available for organisations on the Enterprise plan. The drag and drop feature in **Organisation > Calendar > Schedule** view allows you to quickly reschedule appointments and reassign staff by simply dragging events across the calendar. This makes roster management faster and more intuitive. > _**Pro tip:** The most common use case is moving events to and from "Unassigned" - perfect for quickly assigning staff to unrostered appointments!_ ## How to Use Drag and Drop To move an appointment: 1. Click and hold on the appointment you want to move 2. Drag it to the new position: - Drag to a different column to change the date - Drag to a different row to change the staff member - Drag diagonally to change both date and staff member 3. Release to drop the appointment in its new position ## Common Scenarios ### Assigning Staff to Unassigned Appointments This is the most common use case for drag and drop. When you have appointments in the "Unassigned" row: 1. Drag the appointment from "Unassigned" to the staff member's row 2. The appointment will now appear on that staff member's roster > _**Note:** Make sure the staff member is available at that time to avoid double-booking._ <video src="help/Attachments/scheduling-drag-and-drop-assign-unassigned.webm" autoplay loop muted playsinline></video> ### Rescheduling an Appointment If you need to move an appointment to a different day or time: 1. Drag the appointment to a different column (date) 2. The appointment will move to the new date 3. All other details (attendee, service, etc.) remain the same For **recurring appointments**, only the specific appointment you're dragging will be rescheduled - the rest of the series stays on their original dates. <video src="help/Attachments/scheduling-drag-and-drop-between-columns.webm" autoplay loop muted playsinline></video> ### Reassigning an Appointment to a Different Staff Member If you need to change who's attending an appointment: 1. Drag the appointment to a different staff member's row 2. The staff assignment will update 3. The date and all other details remain the same For **recurring appointments**, only the specific appointment you're dragging will be reassigned - the rest of the series keeps their original staff assignments. > _**Note:** You can only reassign appointments that have 0 or 1 attendee. Appointments with multiple staff members cannot be dragged._ <video src="help/Attachments/scheduling-drag-and-drop-between-rows.webm" autoplay loop muted playsinline></video> ### Rescheduling and Reassigning at the Same Time If you need to change both the date and the staff member: 1. Drag the appointment diagonally to a new column and row 2. Both the date and staff assignment will update For **recurring appointments**, only the specific appointment you're dragging will change - the rest of the series remains unchanged. <video src="help/Attachments/scheduling-drag-and-drop-change-date-and-attendee.webm" autoplay loop muted playsinline></video> ## What You Can and Can't Drag ### You Can Drag You can drag appointments and tasks that meet **both** of these conditions: - Have **0 or 1 attendee** (single staff member or unassigned) - **Do not have a Progress Note** linked to them ### You Can't Drag #### Appointments with Progress Notes If an appointment already has a Progress Note, you cannot drag and drop it. This is to maintain the integrity of your service records. If you need to reschedule or reassign these appointments, edit them manually instead. #### Appointments with Multiple Attendees If an appointment has more than one staff member assigned, you cannot drag it. To reassign these appointments, you'll need to edit them manually. #### Progress Notes Progress Notes themselves cannot be moved by dragging and dropping. They stay linked to their original appointment details. ## Important Notes About Drag and Drop ### Staff Must Be Circle Members You can only assign appointments to staff members who are part of the Circle. If you try to drag an appointment to someone who isn't a Circle member, Comm.care will not allow it. This ensures that only appropriate staff members are assigned to Circle appointments. ### Recurring Appointments Update Individually When you drag and drop a recurring appointment, **only that specific occurrence changes**. The rest of the appointments in the series stay on their original dates and with their original staff assignments. If you need to update the entire series, use the edit function instead. ## Tips for Efficient Rostering - **Check staff availability:** Before dragging appointments to a staff member, make sure they're available at that time to avoid double-booking. - **Drag from Unassigned first:** The Unassigned row shows you all appointments that need staff assignment - this is your quickest starting point for roster planning. - **Remember recurring appointments:** When you drag a recurring appointment, you're only moving that one occurrence - the rest of the series stays unchanged. - **Manual edits for complexity:** If you need to change appointments with multiple staff members or Progress Notes, use the edit function instead. ## Related Articles - [About Organisation's Calendar](organisation-calendar.md) - [Create or Delete Appointments](appointments.md) - [Workforce Rostering](workforce-rostering.md)