How do I amend an existing appointment?

Created by Jessica Hoi, Modified on Wed, 28 Aug at 11:45 AM by Jessica Hoi

When an appointment is added to your calendar, either by you, one of your team member or via the Marketplace, you can update the appointment to:



Add Notes

  1. Find the appointment in your Calendar and click on it
  2. Click the 3 vertical dots above the status dropdown, and right of the date
  3. Click Add Note
  4. Once you've input some notes, click Save



Change the date/time

  1. Find the appointment in your Calendar and click on it
  2. To change the date, click on the date and select a new date from the calendar picker
  3. To update the time, below the date click on the time and select a new time slot
    Make sure you're not double booking an appointment with a Team Member!

  4. Click Save



Change the status

  1. Find the appointment in your Calendar and click on it
  2. In the side panel, above the client you'll see a dropdown, which usually says "booked" if it hasn't been updated previously
  3. Click on the dropdown and select the relevant status
  4. Click Save



Update the service/s booked

  1. Find the appointment in your Calendar and click on it
  2. On the Appointment Summary, hover over the summary and click on the Edit icon
  3. Update any of the following for this specific appointment:
    • Price
    • Price type (fixed, from etc)
    • Start time
    • Duration
    • Team Member
      Only the Team Members that can do the selected service will appear in the dropdown. 
      If this needs to be updated, update your existing Team Members.

    • If you want to remove the service, click Remove Service
  4. Click Update Service to save the changes



Please note: Any appointment updates you make will have an impact on the client, especially changes to prices, duration and times. Please make sure any changes have been discussed and agreed with them first before making any updates.




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