Move or cancel a booking.
Move an appointment to any day and time, or cancel it, and choose whether the client is told. The time it leaves opens up again straight away.
Steps
- Click the appointment in the Diary to open it beside the week.
- To move it, press Move, pick the new day and time, then press Move and tell with the client's name, or Quietly if you will tell them yourself.
- Or drag the appointment on the week: up and down changes the time, across changes the day, then choose Move and tell, Move quietly or Put it back.
- To cancel, press Cancel the appointment, then press Cancel and tell with the client's name, or Keep it to leave it as it is.
- After a move, press Undo on the note at the bottom of the Diary if you change your mind.
Questions
Can I cancel without the client being told?No. A cancellation always tells the client when there is an email on the booking. Only a move can be done quietly.
What do I do when a client does not turn up?Open the appointment, press Mark as no-show, then Mark as no-show again to confirm. It is recorded against the client and the time opens up again.
Can clients move or cancel themselves?Yes. Their confirmation carries a link to change or cancel the appointment. The link stops working once the appointment is inside the notice you set under Your clinic, Cancellations.