Scheduling & Calendar

How to Move or Reschedule an Appointment

Drag an appointment to a new day or time on the schedule, or edit its date and time directly, and choose whether to notify the client.

Step-by-step

  1. Drag the appointment card to its new slot on the schedule -- a confirmation dialog opens.
  2. Review the new date and time, then confirm with "Move Appointment" (or cancel to leave it where it was).
  3. You can also open the appointment and edit its Date/Time fields directly, then save.
  4. If the appointment is part of a recurring series, choose whether the change applies to "Only this appointment" or "This and future appointments."
  5. Choose whether to notify the client of the change -- email, SMS, both, or none.

Related guides

Scheduling & Calendar
How to Create an Appointment
Schedule a new appointment for an existing or brand-new client, choose a service, assign employees, and decide whether to notify the client.
Scheduling & Calendar
How Recurring Appointments Work
Set an appointment to repeat Weekly or Monthly, at whatever interval you choose, and manage the whole series from one place.