Editing and deleting an appointment
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Translated from the Italian guide. Narciso itself is in Italian, so the names of buttons, menus and fields are shown exactly as they appear on screen, with a translation in brackets where it helps.
The Modifica Appuntamento (Edit Appointment) window is the same as New appointment, with the appointment's data already filled in. At the top right there are the red bin (delete), Salva (Save) (floppy-disk icon) and X (close).
Contents
How to open it#
- Click the appointment's card in the Agenda: the card opens (see Appointment card).
- Press Modifica: the card widens with an animation and becomes the Modifica Appuntamento window, with client, services and products (with quantities), day, time, workstation and home visit already filled in.
How to edit#
- Change what you need. In the calculation of free days, times and specialists, the appointment itself does not count as busy: you can therefore keep or propose the same time again. The previous specialist and time stay proposed if still valid.
- Press Salva. The checks and messages are the same as for creation (see New appointment). If all goes well, «Appuntamento modificato con successo» (Appointment edited successfully) appears and the window closes.
The Salva button is grey and cannot be clicked until something has been changed (client, services, quantity, day, time, specialist, home visit or workstation) and the appointment's time is in the future.
Good to know#
- Saving a change puts the appointment back to the «In attesa» (Pending) status, even if it was Confermato (Confirmed): the status is confirmed again from the card.
- The price is recalculated from the price list in force: a different price set by hand elsewhere is overwritten.
- Past appointments can be opened and, if not paid, deleted, but changes cannot be saved: a future time is needed.
- If a colleague edits the same appointment while you are editing it, saving is refused with the message «Questo elemento è stato modificato da un altro utente mentre lo modificavi. Chiudi e riapri la scheda per vedere le modifiche, poi rifai le tue.» (This item was modified by another user while you were editing it. Close and reopen the card to see the changes, then redo yours.).
- Workstations already assigned are preselected in their groups: even just changing the workstation enables Salva.
Appointment already paid#
An appointment that has been paid in the Cassa (with a sale recorded) cannot be edited or deleted: Narciso shows «Questo appuntamento è già stato incassato: non si può più modificare. Per correggerlo elimina prima la vendita in Cassa.» (This appointment has already been paid: it can no longer be edited. To correct it, first delete the sale in the Cassa.). Once the sale in the Cassa is deleted (see Cash desk), the appointment goes back to Confermato and can be edited.
Deleting an appointment#
- In the Modifica Appuntamento window press the red bin. The Annulla (Cancel) button on the card, on the other hand, does not delete: it puts the appointment into the Annullato (Cancelled) status (see Appointment card).
- The Conferma Eliminazione (Confirm Deletion) window appears: «Sei sicuro di voler eliminare questo appuntamento?» (Are you sure you want to delete this appointment?), with the Annulla and Elimina (Delete) buttons. The Esc key is the same as Annulla, the Invio (Enter) key the same as Elimina: pressing Invio deletes straight away.
- With Elimina the appointment is erased: it disappears from the calendar, cannot be restored and the reserved products become available again. «Appuntamento eliminato» (Appointment deleted) appears. If there are problems, «Errore durante l'eliminazione» (Error while deleting) appears.
An appointment that has already been paid cannot be deleted: first delete the sale in the Cassa. From the Modifica window in that case only the generic message «Errore durante l'eliminazione» appears.
Common problems#
| Problem | What to do |
|---|---|
| The Salva button is grey | Nothing has been changed, or the appointment is in the past |
| After pressing Annulla the appointment is still in the calendar with the red X | This is correct: Annulla puts it into the Annullato status. To really erase it use Modifica ▸ bin; to reactivate it press In attesa or Confermato on the card |
| The window was closed by mistake | The data you entered is lost: reopen the appointment and make the change again |
| «Questo appuntamento è già stato incassato…» (This appointment has already been paid…) | First delete the sale in the Cassa |