Rescheduling an appointment

Plans change. Moving an appointment takes a few seconds from the calendar.

How to reschedule

1. On the Calendar, click the appointment. Its drawer opens from the right.
2. Change the Date, Time or Mins fields to the new slot.
3. Press Save changes.

If the new time overlaps another booking for that practitioner, the save is rejected with That slot clashes with another appointment, so you can never accidentally double-book by moving something.

The old slot can go to your waitlist

If you have waitlist auto-fill switched on, moving an appointment frees its old time, and matching patients on your waitlist are offered that freed slot with a one-tap claim link. See the article on waitlist auto-fill and claim links for how that works.

Tell the patient yourself

Being straight with you: the system does not currently send an automatic message when you reschedule. The confirmation went out when the booking was made, so after moving it, let the patient know the new time yourself, by phone or text. The standard reminders will then go out ahead of the new date and time as usual.

Notes and status at the same time

The same drawer also lets you update the appointment's status and notes, so you can tidy everything in one save rather than several.