---
title: Copy an appointment
slug: portal-sub/copy-an-appointment
docTags: 
createdAt: 2026-03-04T12:03:13.138Z
---

To copy an appointment, complete the following steps:

::::WorkflowBlock
:::WorkflowBlockItem
Click **Alter Patient **from the toolbar or click the **Patient** tab then select **Alter Patient**.

- The Select Patient screen appears where you can select the patient.

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:::

:::WorkflowBlockItem
Select the patient from the list and click **OK**.

- You can also enter the patient's last name and first name in the top box and click **Search**.
:::

:::WorkflowBlockItem
Click **OK**.

- The patient record appears.
:::

:::WorkflowBlockItem
Click **Bookings** on the menu on the right.

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:::

:::WorkflowBlockItem
Drag the appointment to the **Patient Holder** field.

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- The patient’s name appears in the Patient Holder field.

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:::

:::WorkflowBlockItem
Drag the patient’s name from the **Patient Holder **field to the appointment slot you want it copied to.

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 then search for the new appointment. Drag the patient from the **Patient Holder** field to the appointment cell. Click **Move** in the confirmation screen that appears to proceed with the move.
:::

:::WorkflowBlockItem
Click **New** in the Move or Adding Appointment dialog box.
:::
::::

- The new appointment is now booked and the original appointment remains in its place.

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