In this document:
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
- Notification link
- Confirmation screen
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.
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, Edit, Reschedule 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
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
Rescheduling and Editing Appointments
To reschedule an appointment choose the ‘Edit as Customer’ option in the dropdown. This will open a lightbox that gives you three options: Reschedule, Edit or Cancel.
When you choose Reschedule, the booking calendar for that appointment type opens and you can choose from any open time slots. After rescheduling, you’ll see a Canceled appointment for the old time slot and a new appointment for the new time you chose.
When you choose Edit, you’ll see the booking form and you’re able to edit all the fields.
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.
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
An Admin could also add this link to their own confirmation emails by adding in the Twig Code Template to their notification:
{{ Appointment.public_edit_url }}Confirmation Screen
When a customer gets to the booking confirmation screen, they can immediately Edit, Reschedule, or Cancel.
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
