Overview
This article will show you how you or your clients can reschedule an appointment. Clients can make changes directly from their customer portal, reducing back-and-forth communication and giving them flexibility to manage their own appointments.
How to Reschedule an Appointment
You can reschedule an appointment following the steps below:
Open the Order that contains the appointment you want to reschedule.
Scroll down to the Appointments section.
Click Reschedule.
Select New Date and Time
A scheduling window will appear, giving you the option to reschedule using your real-time Availability Picker or Manual Choice.
Select a new date and time for the appointment.
Click Reschedule Appointment to save the changes.
You will receive an email notification with the new appointment information.
You can choose to notify the client with an email notification by checking the box labeled “Notify customer of scheduling”.
How Clients Can Reschedule an Appointment
Clients can reschedule an appointment at any time, so long as it's within the rescheduling window you've set in your Availability Settings.
Here’s how the process works:
Client Logs In to Their Customer Portal
The client logs into their Aryeo customer portal.
They open the order that contains the appointment they want to reschedule.
Click the “Reschedule” Button
Once inside the order, the client can scroll to the Appointment section and click the Reschedule button.
Select New Date and Time
A scheduling window will appear, showing real-time availability.
The client selects a new date and time for their appointment.
Confirm the Change
A pop-up will display the updated appointment details.
Once confirmed, both you and the client will receive an email notification with the new appointment information.
Appointment Rescheduling Limitations
If a client tries to reschedule too close to the appointment time, they’ll see a message letting them know it’s no longer possible to make changes online.
This is based on your rescheduling period, the number of hours before an appointment that clients are allowed to make changes.
You can set up your rescheduling period in the Availability Settings of your account.
For example:
If your policy allows rescheduling up to 12 hours in advance, clients won’t be able to make changes once they are within that window.
The message will instruct them to contact you directly to make any last-minute changes.
FAQ
Q: Where can I adjust the rescheduling period for my clients?
A: You can update this setting in your Appointment Settings in your Aryeo account.
Q: Will I be notified when a client reschedules?
A: Yes. You’ll receive an email notification as soon as a client confirms a new date and time.
Q: Can clients cancel instead of rescheduling?
A: Yes, clients can cancel their appointment instead of rescheduling. You can set up a cancellation fee that will be applied if a client cancels within a specific number of hours before the appointment’s start time.
If you have any additional questions, please reach out to the Aryeo Support Team at [email protected] and we'll assist you!