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Rescheduling Appointments

You and your clients can easily reschedule appointments directly from an order!

Sydney R avatar
Written by Sydney R
Updated over 7 months ago

We've recently added the ability for clients to reschedule appointments directly from their portal. This will help reduce the back and forth communication with the client that was previously required to reschedule an appointment.

Now, clients can login to their portal and open the order that contains the appointment they wish to reschedule. Once the order has been opened, scroll down below the payment summary section to the appointment to see the new "Reschedule" button.

Clicking the Reschedule button will open a scheduling modal where the client can view real time availability to reschedule their existing appointment. Available dates will show in purple, unavailable dates will be grayed out. Once a date is selected, available appointment time slots will be displayed for the client to choose from.

Once the date and time have been selected they will receive a pop-up confirming the details for the appointment change. Upon confirmation, an email notification will be sent to both you and the client confirming the updated appointment details!
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Don't worry, if a client tries to reschedule an appointment within 24 hours of the schedule start time, they will be unable to proceed with rescheduling and will receive a message indicating that because the appointment is within 24 hours of its start time the appointment cannot be rescheduled with this link and they must contact you directly.

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