> ## Documentation Index
> Fetch the complete documentation index at: https://www.carstoragesoftware.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.
# Update, assign, or reschedule an event
> Change an event's time, duration, event type, assignee, or notes after it has been created—including dragging events on the calendar.
## What you will accomplish
* Find the correct event on [Schedule](https://www.carstoragesoftware.com/dashboard/schedule).
* Change the time, assignee, vendor, duration, notes, or status when plans shift.
* Use **Open Event** for floor work (photos, checklists)—see [Run event workflow from Schedule](/docs/schedule/run-event-workflow-from-schedule).
* Save changes so everyone sees the same updated plan.
Use this guide when a scheduled event is still happening, but some details need to change.
Common examples:
* A customer asks for a later pickup time.
* A staff member is out, so the event needs a new assignee.
* The appointment will take longer than expected.
* Notes need to be clearer for the team.
* A vendor should be attached to the event.
*Click any event on the calendar to see its full details. From here you can **Edit Event**, change status, or click **Open Event** when the visit uses a workflow.*
## Before you start
* Open [Schedule](https://www.carstoragesoftware.com/dashboard/schedule).
* Find the event you want to change. If you are unsure how to find it, see [Find and filter scheduled work](/docs/schedule/find-and-filter-scheduled-work).
* Confirm you are editing the correct customer, vehicle, and event type — not a similar-looking event nearby.
* Know the new time, assignee, vendor, duration, or notes before saving.
* If the customer has already been notified, be extra careful with time changes — the customer may receive an updated notification.
## Change status from the event panel (without opening Edit Event)
For quick updates, use the **status** control at the top of the event detail panel (next to the event title).
Open the event on [Schedule](https://www.carstoragesoftware.com/dashboard/schedule).
Click the current status label (for example **Scheduled** or **In Progress**).
**Expected result:** A list of allowed statuses appears, such as **To Do**, **In Progress**, **Complete**, or custom names your team configured.
Choose the status that matches reality right now.
**Expected result:** The event updates on the calendar and on the Progress board. Actions that can notify the customer ask **Notify the customer?** first. Choose **Yes** to send the update on their preferred channels, or **No** to save without notifying them. Team notifications still send. Closing that window leaves the event unchanged.
**When to use Edit Event instead**
Use **Edit Event** when the **date**, **time**, **duration**, **assignee**, **vendor**, or **notes** need to change. Use the status control when only the work stage changed (started, finished, blocked).
## Open the linked workflow with Open Event
Some events show **Open Event** on the detail panel. That button opens the full workflow (photos, checklists, vehicle status)—not just the calendar plan.
For step-by-step help with photos, checklists, and marking work complete, follow [Run event workflow from Schedule](/docs/schedule/run-event-workflow-from-schedule).
**Quick reminder**
Use **Edit Event** to change time, assignee, or notes. Use **Open Event** when someone is on the floor doing the visit.
## Open the event details
Use the calendar, search field, filters, table, or progress view to find the event. Each event appears as a colored block on the calendar with the event type name and vehicle or customer visible.
Click the event card or row.
A details panel opens showing the **Scheduled for** date and time, event type, customer, vehicle, assignee, duration, and notes.
Before editing, check the event type, customer or vehicle name, and date. This prevents accidentally changing the wrong appointment. If you have multiple events for the same customer, look at the time and notes to confirm.
## Edit the event
In the event details panel, click **Edit Event**. The form fields become editable.
In the **When** section, choose the new date and time.
This is the main rescheduling step. A time change updates the event block on the calendar so the whole team sees the new plan immediately.
Use the **Duration** choices, such as **15m**, **30m**, **1h**, **1.5h**, or **2h**.
If the standard choices do not match the work, use **Custom** and enter the number of minutes. The event block on the calendar will stretch or shrink to match the new duration.
If the appointment was created under the wrong event type, choose a better one.
Only change the event type when the work itself is different. For example, change **Other** to **Vehicle Pick Up** if that is what is actually happening. Changing the type may change the event's color on the calendar.
Use **Assigned to** to choose responsible **team members**, **vendors**, or both.
The searchable picker groups **Team members** and **Vendors**. You can assign more than one name when two partners share the work.
Leave it **Unassigned** if the team will decide later. Assigning someone ensures the event appears when they use **Assigned to me**.
Step-by-step help with screenshots: [Assign team members and vendors to events](/docs/schedule/assign-team-members-and-vendors).
Add or edit notes so the team understands the change.
Example: "Customer requested 3:00 PM instead of 1:00 PM. Please call on arrival."
Good notes explain the current plan, not the old plan. The next person reading the notes should know exactly what to do.
Click **Save Changes**.
The event details panel closes and the schedule updates with the new information. The event block moves to its new position on the calendar if the time changed.
*After you click Edit Event, update the time, duration, assignment, and notes in one form. Click Save Changes when the plan is correct.*
## Assign a team member or vendor
Use this when the wrong person is on the job, or when outside help (transport, mobile detail, dealer pickup) should show on the calendar.
Click the event on [Schedule](https://www.carstoragesoftware.com/dashboard/schedule), then click **Edit Event**.
Find the **Assigned to** field in the form. Click the box so the search list opens.
**Expected result:** You see staff names and vendor company names you can pick.
Type a few letters of the person or vendor. Click the correct row to add them.
You can assign more than one person when your shop splits the work (for example a staff coordinator plus a transport vendor).
**Expected result:** The name appears as a chip or tag inside **Assigned to**.
Save the form so the calendar and event detail panel show the updated owner.
**Why this matters:** The floor team and front desk should not have to ask “Who is handling this?” when the answer is already on the schedule.
*The **Assigned to** search lists both staff and vendors. Pick the partner who will actually perform the visit.*
## Reschedule by dragging on the calendar
When you are in **Calendar** view (1 Day, 3 Day, 5 Day, 2 Week, or Month), you can move an event to a new time by dragging it—helpful when a customer calls and says “Can we do 3 PM instead of 1 PM?”
Open **Filters & Settings**, choose **Calendar**, and pick a day range where you can see the event clearly (many teams use **3 Day** or **5 Day**).
**Expected result:** Events appear as colored blocks on a time grid.
Click and hold the event you want to move, then drag it to the new time slot on the same day (or another day in the visible range).
**Why this matters:** Dragging is faster than opening **Edit Event** when only the time is changing.
A window titled **Confirm event move** appears. Read the new date and time, then click **Confirm move**.
**Expected result:** The event block stays in the new slot and the detail panel shows the updated **Scheduled for** time.
*After you drag an event to a new time slot, read the **From** and **To** times in **Confirm event move**. Click **Confirm move** only when the new time is correct.*
**What you should see after dragging**
A window titled **Confirm event move** appears. It shows the **From** and **To** date and time. Click **Confirm move** to save, or **Cancel** to put the event back.
If you do not see the confirmation window, the drag may not have landed on a valid time slot—try a different hour, switch to **Full Day** in **Filters & Settings** so the event is visible, or use **Edit Event** instead.
**Recurring events and drag**
If the event repeats, dragging may ask whether to move **Only this event** or **All events in the series**—the same choices as **Edit Event**. Read the prompt before you confirm.
**Drag does not replace Edit Event**
Dragging changes **when** the visit happens. Use **Edit Event** when you also need a new **duration**, **event type**, **assignee**, or **notes**.
**Some events cannot be dragged**
You cannot drag **Calendar Block** events, visits from a **service plan** (they often look striped or read-only), or events that are already **Complete**, **Cancelled**, or **Declined**. You also cannot drop an event on a **blockout** (closed) day. **All day** events live in the top **ALL DAY** row — if a drag does not move the date, open **Edit Event** and change the **Date**. For those cases, use **Edit Event** or change the plan in [Settings → Events & schedule](https://www.carstoragesoftware.com/dashboard/settings/events).
## Turn All day on or off after the event exists
Use this when a timed visit becomes “anytime that day,” or an all-day visit now has a real arrival time.
Click the event on [Schedule](https://www.carstoragesoftware.com/dashboard/schedule), then click **Edit Event**.
Look for the **All day** switch (the same control you see when creating an event).
* Turn **on** when staff can finish the work anytime that day.
* Turn **off** when you now have a real start time, then pick a slot.
**Expected result:** An all-day visit moves to the **ALL DAY** row. A timed visit returns to an hour block.
Full create steps: [Create an all-day event](/docs/schedule/create-an-all-day-event).
## Invoice or quote on the event (when your team uses billing)
Some visits show a **Billing** section in the event detail panel (below **Notes**) when an invoice or quote is linked to that appointment.
* You may see the invoice or quote status (for example **open**, **paid**, or **draft**) and a link to open it in [Payments](https://www.carstoragesoftware.com/dashboard/payments).
* On the calendar, a small colored dot on an event block can mean billing needs attention—paid is often green; open or draft is often yellow.
* If nothing appears, your team may not bill from that event type yet. See [Create an invoice](/docs/payments/create-an-invoice) or ask your billing manager.
## What changes can affect customers
**Time changes** may notify the customer depending on your team's notification settings. If the customer received a confirmation email with the original time, they may now receive an updated email with the new time.
**Notes or assignment changes** usually help internal staff and are typically not customer-facing.
**Status changes** (like moving to In Progress or Complete) may trigger follow-up actions depending on your team's workflow setup.
If you are unsure whether a customer will be notified, ask a team admin to review notification settings in [Settings > Events & schedule](https://www.carstoragesoftware.com/dashboard/settings/events).
## What success looks like
After saving:
* The event appears at the new date and time on the calendar if it was rescheduled.
* The event details show the updated assignee, vendor, duration, event type, or notes when you click on it.
* The team can rely on the schedule without needing a separate message or spreadsheet to know about the change.
* If notifications are enabled, the customer receives the correct update about the new time.
## Common mistakes to avoid
**Do not delete an event just to change the time**
Use **Edit Event** for normal changes. Deleting removes the event from your history. If you just need a new time, reschedule instead — the event keeps its full record of who, what, and when.
**Do not leave confusing notes**
If plans changed, update the notes to explain the current plan, not the old plan. Short, current notes are easier for staff to trust. Outdated notes lead to mistakes.
**Check recurring events carefully**
If the event is recurring, the app may ask whether you want to change only one event or the whole series. Read the prompt before choosing. Changing "all events" will update every future occurrence.
## Troubleshooting
**I do not see Edit Event**
You may not have permission to edit this event, or the event may already be in a completed or cancelled state. Ask an admin if the button is missing.
**The assignee field is disabled**
Only admins can change assignees in some teams. Ask an admin to make the assignment change for you.
**The time I want is not available**
The event type may have availability rules, buffers, or resource limits that prevent booking at certain times. Choose another time or ask an admin to review the event type setup in [Settings > Events & schedule](https://www.carstoragesoftware.com/dashboard/settings/events).
## Edit one date in a recurring series
If the event repeats, saving a time change may open a question about the **whole series**.
After you click **Save Changes**, a window titled **Edit recurring event** may appear. It asks whether to change **Only this event** or **All events in the series**.
**Expected result:** You understand how many future appointments will move before you confirm.
Use this when one customer visit moved but the rest of the repeat pattern stays the same.
Example: This Tuesday's detail moved to Wednesday, but every other Tuesday stays put.
Use this when the repeat rule itself is wrong (wrong day of week, wrong end date, wrong time for every future visit).
*This window appears when you save changes to a repeating appointment. Pick **Only this event** unless every future visit should move.*
For creating the repeat pattern in the first place, see [Create recurring appointments](/docs/schedule/create-recurring-appointments).
## What to do next
If the event is no longer happening, do not just move it out of the way. Follow [Cancel or delete a scheduled event](/docs/schedule/cancel-or-delete-a-scheduled-event) so the schedule history stays clear and accurate.
## Related topics
- [Assign team members and vendors to events](/docs/schedule/assign-team-members-and-vendors.md)
- [Respond to reschedule requests in Inbox](/docs/inbox/respond-to-reschedule-requests-in-inbox.md)
- [Understand tentative and service plan events](/docs/schedule/understand-tentative-and-service-plan-events.md)
- [Set closed days for events](/docs/events/set-closed-days-for-events.md)
- [Run event workflow from Schedule](/docs/schedule/run-event-workflow-from-schedule.md)
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