Making a new appointment with a client

The video illustrates making a new appointment with a client, typically at the end of the session.
The session just ended is the first session on Monday the 5 of January.
The client Alan is premilary booked at Monday the 12. of January, but Alan is only available on the 14 of January at Hans' session.This session is preliminary though.
So we will book Alan at that time-slot.

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The process consist of:

  • Selecting the client and set the system in 'Gantt'-mode.
  • Drag the session to the new position and drop it.
    If the time-slot is occupied with a non fixed session, that session is turned into a hot potato, making room for this session.
    (But only if you force it so by pressing the 'Ctrl' key.
  • Fix the first session, which will prevent it from being moved.

A hot potato is nothing else than a reminder of a problem, to be dealt with when appropriate.