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How to Reschedule an Appointment

Step by step video guide here:

To reschedule an appointment, follow the steps below:

  1. In the Reception/Front Desk screen, locate the correct client along with correct staff and appointment time. Click the number in parenthesis to the left of the appointment time.

    Note: This number indicates the number of times this appointment has been rescheduled.

  2. This will take you to the Staff Calendar screen to allow you to select a new appointment time. Click and drag your mouse on the calendar timeslot you want to book.

  3. In the New Entry Type window, click the radio button for Reschedule.
  4. Click to select the reason for the reschedule.
  5. Click OK.

  6. The Service Entry window will open, ensure all the information is correct.
  7. Click Save to reschedule the appointment. Click the X to close.