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Changing Booked Appointments

This guide applies to:

  • Basic Edition
  • Plus Edition
  • Pro Edition
  • Business Edition

Introduction

How Admins and Customers can go about changing their booked appointments – such as Canceling, Rescheduling, Editing, and Deleting.

There’s currently three different ways that a booked appointment can be changed:

  • Appointment Details Page – Admin Only
  • Notifications – For Admin and Customer
  • Confirmation Screen – Customer Only

Appointment Details Page

To change booked appointments as an Admin, go to the Admin Appointments Page > Appointments tab. Here you can see a list of your Upcoming Appointments.

Click on the Appointment you’d like to Cancel or Delete and click the Appointment Details page.

Going to the Appointment Details Page

Inside the Appointment Details

When you click into the Appointment Details page you’ll be able to see different information about the booked appointment.

You can Cancel or Delete the Appointment using the Menu (three dots) button in the top-right corner.

You can also check the appointment details to make sure you’re changing the correct one:

  • Customer name
  • Appointment Type
  • Appointment Start Time and Date
  • Customer Information Fields
  • Title of Booking Page
  • URL of Booking Page
  • Booking Status
  • Created Date
  • Last Modified Date
Opening the Menu to Cancel or Delete the Appointment

Canceling and Deleting Appointments

Canceling an appointment can trigger the cancellation notifications – if you have any setup.

Deleting only removes the appointment from your Appointments listing. It won’t trigger any notifications

  • You can only Delete past Appointments
  • You can Cancel or Delete future Appointments

Inside the Group Appointment Details Page

In the Group Appointment Details Page, you can see the Appointment Type and Start Date/ Time of the Group Appointment.

The Menu (three dots) in the top-right corner will give you the option to:

  • Export all the attendees
  • Cancel the entire Group appointment – all attendees can get notified, if you have cancellation notifications setup
  • Delete the entire Group appointment – remove the listing from the Appointments page.

You’ll also see a list of attendees listed with their Name, Email, Attendee Details link, and Cancelation link.

Opening the Menu in the Group Appointments Details Page

Notifications

The default confirmation email for the customer contains a link to Edit, Cancel, or Reschedule their Appointment. Each link is unique to the booked appointment.

When you click the link, you’ll see a screen that looks very similar to the appointment confirmation screen with three options at the bottom.

  • Edit Information: Returns the customer to the customer information screen to edit their booking form (name, email, etc)
  • Reschedule: Lets the customer to select a new date and time. After picking a new date, the old date and time cancel automatically
  • Cancel Appointment: Lets the customer cancel the appointment
Clicking on the edit, cancel, or reschedule link in the notification

An Admin could also add this link to their own confirmation emails by adding in the Twig Code Template: 

{{ Appointment.public_edit_url }}

Confirmation Screen

When a customer gets to the booking confirmation screen, they can immediately Edit, Reschedule, or Cancel.

Changing Booked Appointments not the Confirmation Screen

They’ll see four options available at the bottom of the confirmation screen:

  • Edit Information: Returns the customer to the customer information screen to edit their booking form (name, email, etc)
  • Reschedule: Lets the customer to select a new date and time. After picking a new date, the old date and time cancel automatically
  • Cancel Appointment: Lets the customer cancel the appointment
  • Schedule a New Appointment: Takes the customer back to the initial screen to book an entirely new appointment

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