Drag and drop an appointment
Complete drag and drop an appointment in the correct workspace, with the required role, current server state, and a visible confirmation before moving on.
Salon → Appointments → Drag and drop an appointment
Prerequisites
- An individual authorized Pinsot account for the correct salon and location.
- The salon information, source record, or client instruction needed to complete the workflow accurately.
- Permission from the salon to make the described change or record the described action.
How to do it
- 1
Open Salon and confirm the organization, salon, and location shown in the workspace switcher.
- 2
Go to Salon → Appointments → Drag and drop an appointment; if the control is absent, confirm your role and the Available feature state before continuing.
- 3
Open the intended record and compare its name, date, status, location, and version with the salon's source information.
- 4
Use the named control for “Drag and drop an appointment,” review any warning or provider state, and confirm the action only once.
- 5
Wait for the server-confirmed success state, then reopen the record or owning list to verify that the expected result persists.
How location affects this task
The selected organization and salon location determine the records, settings, business date, and permissions used by this workflow. Confirm both before saving.
The drag and drop an appointment workflow is recorded in the correct workspace and its visible result matches the salon's source information.
- Visible availability does not override plan entitlement, role permission, location configuration, record ownership, or provider readiness.
- Do not repeat a consequential action while its server result is unknown; refresh the owning record first.
Troubleshooting
- If a control is missing, confirm the active salon, location, role, and feature status before retrying.
- Refresh or sign in again once, then stop repeating the action if the result is still unknown.
- Record the approximate time, safe error text, and affected workflow for support@pinsot.com; never include passwords, access codes, or full payment details.
If the steps do not resolve the issue, email support@pinsot.com from an address associated with your account. Include the salon and location names, approximate time, affected record, expected result, actual result, and safe error text. Remove passwords, verification codes, payment credentials, government identifiers, and unrelated client data.