Rescheduling an Appointment

Rescheduling an Appointment

Both the Staff and Contacts have the ability to reschedule an Appointment, as long as there is an available Appointment Type to choose from.

CLICK HERE to learn about Scheduling an Appointment


How do I Reschedule an Appointment as a Staff Member?

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

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.

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 them.

Selecting a Time Slot will show the confirmation details of the Rescheduled Appointment. Click  Save to reschedule the Appointment.

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

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