Rescheduling an Appointment

More Info:  If a client needs to reschedule multiple appointments, click here for instructions.

Method 1

1. Click on the toolbar.

The Appointment Book displays.

2. In the Date field, select the date of the appointment.
3. Locate the column for the service provider.
4. Click Move on the left side of the Appointment Book.
5. Select the appointment to reschedule.
6. Select the new date for the appointment.
7. Select an available slot in which to reschedule the appointment.

• If the appointment type is "Requested", click Yes to confirm the move.

• If the client has a gender preference for service providers and you are trying to move the appointment from a male to a female or from a female to a male service provider, click Yes to confirm the move.

• If a list of clients on standby displays, you should contact these clients to fill the opening created by the rescheduling.  Click here for instructions on how to fill an opening with a client on standby.

Method 2

1. Click on the toolbar.

The Appointment Book displays.

2. In the Date field, select the date of the appointment.
3. Locate the column for the service provider.
4. Right-click on the appointment to reschedule and select Move > Cut (Reschedule).
5. Select the new date for the appointment.
6. Locate an available slot in which to reschedule the appointment.
7. Right-click on the available slot and select Move > Paste.

• If the appointment type is "Requested", click Yes to confirm the move.

• If the client has a gender preference for service providers and you are trying to move the appointment from a male to a female or from a female to a male service provider, click Yes to confirm the move.

• If a list of clients on standby displays, you should contact these clients to fill the opening created by the rescheduling.  Click here for instructions on how to fill an opening with a client on standby.

related links

Rescheduling Multiple Appointments

Filling an Opening with a Client on Standby

Cancelling an Appointment

Cancelling Multiple Appointments

Entering an Appointment Note