Rescheduling an Appointment

There are 3 different ways to easily reschedule any client's appointment.

Using the Reschedule Button

Recommended for appointments that consist of multiple services.

1

Locate the appointment

Proceed to the Schedule and locate the client's appointment.

2

Select Reschedule

Once you click on the client's service, click the Reschedule button to the right.

Reschedule button

3

Search the calendar

You'll be taken to the Appointment Builder. Adjust any service(s) or Service Provider(s) if need be, then click Search Calendar.

Search calendar button

4

Set a time range

If the client has time restraints, use the Time Range function at the top of the screen.

Select time range

5

Select the date

Select the date the client would like to reschedule for from the calendar.

6

Book the time slot

The available times for that date will be listed underneath. Click Book Now next to the time slots the client would like to take.

Book now time slots

7

Schedule the appointment

You will be taken to a Schedule Preview Screen where you can click and hold onto the service(s) to drag and drop them where you wish, then click Schedule.

Schedule preview

Rescheduling Using Copy & Paste

More ideal for appointments containing only a single service.

1

Locate the appointment

Proceed to the Schedule and locate the client's appointment.

2

Copy the service

Once you click on the client's service, click the Copy button to the right.

Copy button

3

Select a time slot

Click on the time slot under the employee's name on the Schedule where you would like to reschedule the client's service.

4

Paste the appointment

Click the Paste Appointment button on the right.

Paste appointment

5

Cancel the original service

You will receive a pop-up asking if you would like to cancel the original service. More times than not, you will click Yes.

Cancel appointment confirmation

6

Create the appointment

Make any changes to the appointment/services, and/or add additional service(s), then click Create.

Create new appointment

Rescheduling by Drag & Drop

For rescheduling a time or provider within the same day; also best for rescheduling single service appointments.

1

Locate the appointment

Proceed to the Schedule and locate the client's appointment.

2

Drag and drop the service

Once you click on the client's service, click and hold on it to drag it into another time and/or Provider on the Schedule.

Drag and drop appointment

3

Confirm cancellation

You will receive a pop-up asking if you're sure you want to cancel the original appointment.

Cancel appointment confirmation