Rescheduling an Appointment

Rescheduling an Appointment

Both 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.

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.

When you are ready to send the Reschedule email, click the 'Book It!' button.

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. 

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.