Rescheduling an Appointment

After an Appointment is booked, the date and time of the Appointment can be changed before the it occurs. When rescheduling an Appointment, you can change the location, staff member, and even the Appointment Type. This allows you to quickly accommodate the changing needs of your clients directly from your schedule.

For information about making changes to the duration of one Appointment, see Changing the duration of a single Appointment.

For information about what is displayed on the schedule after booking an Appointment, see Appointments on the schedule.

NoteIf you change the day of the week on which a recurring Appointment occurs, all SOAP/QUICK notes and staff substitutions set for that Appointment will be deleted.

To reschedule an Appointment:

  1. Click the App Drawer button .
  2. In the App Drawer, click Schedule.
  3. Find the Appointment on the schedule that you want to modify.
  4. Click the Appointment.
  5. Click the Reschedule button .
    • Alternatively, if you are using the calendar view, you can drag-and-drop the Appointment to the desired timeslot.
  6. Click Edit next to Select Location & Service to select the new location, Appointment, or both from the lists.
  7. Under Select Date & Time, enter the new date and time for the Appointment. Alternatively, if you are using calendar view, click Select an available time slot on the calendar to select the new date and time directly on the schedule.
    • If this is a recurring Appointment, select which days are affected:
      • Click Just This Day if changes will only affect this session.
      • Click All Session Going Forward if changes will affect all sessions going forward.
      • Click Date Range and select a date range if changes will only affect the sessions within that date range.
    • Under REPEATS ON, select the day of the week on which the Appointment will occur from now on. For example, if you click MON, all instances of this recurring appointment will take place on Mondays.
  8. Click Select Staff to select a new staff member for the Appointment.
  9. Click Book. The Appointment is rescheduled. The associated staff member and client will receive any related notification(s) that are enabled.
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