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 Reschedule.
    • Alternatively, if you are using the calendar view, you can drag-and-drop the Appointment to the desired timeslot.
  6. Under Location, select the location where the Appointment will take place.
  7. Under Service, select the service that will be provided.
    • If you select List All Services, you can select any service provided at the selected location.
    • If you do not select List All Services, you can only select a service you are set up to provide at the selected location.
  8. Under Duration, set the length of the Appointment.
  9. Set the date and time at which the Appointment will take place.
    • For single Appointments:
      • Under Date, select the date on which the Appointment will occur, and under Start Time, set the time at which the Appointment will begin.
      • Click Set Time From Calendar, and then click the time slot on the calendar at which the Appointment will occur.
    • For recurring Appointments:
      • Select which Appointments will be affected:
        • To only reschedule this Appointment, select Just This Day.
        • To reschedule this Appointment and all other sessions moving forward, select All Sessions Going Forward.
        • To reschedule all Appointments within a date range, select Date Range and enter the start and end of the date range.
      • Under Start Time, set the time at which the Appointment will begin.
  10. Select the staff member who will provide the service.
    • Under Staff Gender Preference, select the preferred gender of the staff member.
    • Under Staff, select one of the available staff members.
  11. Under Selected Assets, select any BOOK-A-SPOT TM assets required for the selected service (e.g., stationary bike).
    • This option will not be visible if the Appointment does not require a BOOK-A-SPOT TM
  12. Enter the answer to any questions listed under Questions.
  13. 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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