Rescheduling an Appointment

Rescheduling or Cancelling an Appointment

Both Staff and Contacts have the ability to reschedule or cancel an Appointment from both within the Portal or via the Appointment Email Confirmation.

CLICK HERE to learn about Scheduling an Appointment.

How do I Reschedule or Cancel an Appointment as a Staff Member?

If a Staff Member has an Appointment Type assigned and configured they have the ability to Reschedule or Cancel an Appointment for a Contact.

To Reschedule or Cancel an Appointment, Navigate to Calendar > My Calendar, and click the Appointment.

Clicking the Appointment on the Calendar will bring up a modal with the confirmation details as well as the option to Reschedule Appointment or Cancel the Appointment.

When you click 'Reschedule Appointment' a modal will appear in which a new time slot can be selected. If multiple Appointment Types are available a dropdown menu will be available to choose from.

Selecting a time slot will show the confirmation details of the Rescheduled Appointment. Click the dropdown arrow to customize the confirmation email that will go to the target.

Once you have picked the new Appointment, you can add or change Appointment Reminders, add Public Notes and even customize the Reschedule Email Notification that the Target will receive.

Any Automations that have been set up will triggered at this time.

CLICK HERE to learn about No-Code Automations

The Rescheduled Appointment will appear at the new time on the Contact's and Staff Member's Calendar. 

When you click 'Cancel Appointment' a warning message will appear asking you to confirm the Cancellation.

How do I Reschedule an Appointment as a Contact/Company?

If the Contact/Company has Portal Access they can also reschedule an existing Appointment by clicking the Appointment in their Calendar.

A window will open with the Appointment details as well as the option to the  Reschedule Appointment.

When they click 'Reschedule Appointment' A modal will appear in which a new time slot can be selected. If multiple Appointment Types are available a dropdown menu will be available to choose from.

They select their preferred time slot, a message will appear confirming the details and they will then then click Book It!

Any  Automations that have been set up will triggered at this time.

Cancelling An Appointment

The Contact/Company can cancel their Appointment.  If they click to 'Cancel Appointment' a warning message will appear asking them to confirm they which to cancel the Appointment.

Rescheduling or Cancelling an Appointment from an Email Confirmation.

The Company/Contact can also click the link in the Appointment Email Confirmation to Reschedule or Cancel the Appointment while being logged out.

The link will take them to a page that shows the appointment details and enables them to Cancel or Reschedule the Appointment just like it would if they were logged in.