Rescheduling appointments
Method #1: Drag-and-Drop
The easiest way to reschedule is to simply find the appointment in your calendar and drag it to a new time or date. Doing this will send your client an automatic email with the new details.
Method #2: Appointment Details
The second way to reschedule takes a bit more effort, but is great if you need to change the staff member or edit the appointment details. Here's how:
- Click on the appointment in your calendar, then click Change
- Now adjust the appointment details. You can change the date, time, staff, duration, and edit all of the client information here too.
- Click Confirm Change to reschedule the appointment. This will send an automatic email to your client with their new appointment details.
- If the appointment is a Recurring Appointment you will need to select "Apply Changes to":
- This appointment
- This and following appointments
NOTE:
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You need to have internal double bookings enabled in order to move the appointment to an unavailable time slot.
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You will only be able to re-assign the booking to a new person if they are allowed to perform the service. Learn how to do this here.
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