Rescheduling

An occurrence is one meeting on a Session schedule. You can change when preparation opens and when the occurrence closes.

Before you start

• You must be signed in.
• These plans include this feature: Retain, Hire + Retain, and Enterprise.
• These roles can reschedule an occurrence: Owner and Administrator.
• The occurrence must not be complete. It must not be expired. The scheduled time must still be in the future.
• If you cannot reschedule, Reschedule is not in the menu.

View Sessions

1. Open Retain, then open Sessions.
2. Open the Session. This example uses Jordan Hale <> Alex Rivera Check-in.

Reschedule

You can reschedule from the Session page or from the occurrence page.

1. On the occurrence card, select Open menu.
2. Select Reschedule.

The dialog title is Reschedule Occurrence.

3. In Open date, select the day when preparation opens.
4. In Open time, select the time when preparation opens.
5. In Close date, select the day when the occurrence closes.
6. In Close time, select the time when the occurrence closes.
7. Select Save Changes. Select Cancel to close the dialog.

Times use the Session timezone. The form shows that timezone under the fields.

If a date or time is missing, these messages can appear:

• Open date is required
• Close date is required
• Enter a valid time

You can also open the occurrence, select Open menu, then select Reschedule. The same dialog opens.