Edit Visit Series

An Admin can Manage the Visit Series from the Admin Panel. Follow the below steps to edit a Visit Series:

• Click on the Visit Series record from the Calendar that you need to edit.
• Click on Edit All Occurrence Of This Series button.

This will open following the Manage Visit Series page, just as when creating a Visit Series.

• You can edit the record. An Admin can delete the Visit Series by clicking on the Delete Visit Series button.
• Click on the Save button after editing.

Create/Update Visit Series Exception Record

An Admin can even make changes for a single day of a Visit Series.

Follow the below steps to make these edits:

• Click on the Visit Series name on the calendar.
• Click on the "Edit this occurrence" button. This will allow you to change the name of the Visit Series if required for any particular day. This will open following the Manage Visit Series page, just as when creating a Visit Series.

• You can edit the record and delete the single day of the series by clicking the “Delete Visit Series” button.