Once you have booked your user in for the appointment you may need to manage the appointment. There are several actions you can take show below, if you are looking to understand appointment payments see, collecting appointment payments.
Reschedule An Appointment
To reschedule an appointment simply drag and drop the appointment to the next date and time and confirm the changes.
Or alternatively:
Navigate to the Calendar page
Find the specific appointment on the calendar and click it
Select More Options at the bottom
Click the Reschedule option
Change to the new date and time and click confirm
Cancel An Appointment
To cancel an appointment:
Navigate to the Calendar page
Find the specific appointment on the calendar and click it
Select More Options at the bottom
Select the Cancel or Late Cancel option
When cancelling or late cancelling an appointment, if the appointment was already paid the system will ask you if you would like to issue a refund for any amounts paid or credits consumed.
Change Appointment Booking Status
To change the booking status of an appointment:
Navigate to the Calendar page
Find the specific appointment on the calendar and click it
Select More Options at the bottom
Select the option that you need
Taking Appointment Notes
To add a note to an appointment:
Navigate to the Calendar page
Find the specific appointment on the calendar and click it
Select the Notes tab inside the appointment
Write your note and then select Save
You can also upload files and documents with your note, edit and delete them later.
