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Update appointments

Clients change their plans. You can update an appointment from its hover card on the calendar for quick changes, or open it for full editing.

Make quick changes from the calendar

  1. 1

    Go to Calendar and hover over the appointment to open its hover card.

  2. 2

    From the hover card you can:

    • Change the team member using the dropdown next to the service.
    • Click Note to add or update appointment notes.
    • Click Request to mark the team member as requested by the client.
    • Click Lock to pin the appointment to its time so it can't be dragged or resized by accident.
    • Click Edit to open the full appointment editor.

Edit the full appointment

  1. 1

    Click the appointment on the calendar to open it. You'll see the client on the left and the appointment details on the right.

  2. 2

    Click the more options (three dots) button at the bottom and select Edit appointment.

  3. 3

    Change the services, start time, duration, team member or price. Click Add service to add another service.

  4. 4

    Click Continue, review the changes and click Save.

View change history

Every change to an appointment is recorded with who made it and when. Open the appointment, click the more options (three dots) button and select View change history.

From the same menu, Resend appointment details sends the client their booking details again.

FAQs