Change or move an appointment
The appointment has its new time, provider or services, and the client gets a new confirmation if the time changed.
Before you start
Anyone in the business can do this.
- The appointment is Booked or In progress. Others open read-only, though you can still change their status.
Start here
Click the appointment in the Operations Center, or open it from the Appointments list
N3EOperations Center
Edit · Ana Popescu Booked
ServicesInitial assessment · Dr. Elena Radu · 250 RON · 45 min
Date and start time
09:4510:3014:0015:15
Save
Steps
- 1
Open the appointment.
It opens in the same window as a new booking, with a status menu.
- 2
Open the section to change: Services, Date and start time or Personal Details.
- 3
Make the change and click Confirm.
- 4
Click Save.
What happens next
- If you moved the date or time, the client gets a new confirmation and the reminder moves with it, as long as texts are on.
- A note you add is saved as a new note; earlier notes for this appointment stay listed, read-only.
If something goes wrong
- It opens as View only, with a colleague's name in a banner
- They're editing it. It becomes editable by itself once they close it.
Good to know
- There's no dragging on the calendar: moving always happens in this window.
- To change the price, change the services; the total can't be typed in. Staff can only change their own appointments.
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