Confirming, cancelling and rescheduling an appointment

Vue d’ensemble#

Clicking an appointment opens the Booking details panel with the customer's name, the booking status, number and channel, the day, start and end time and duration, and the service and provider. Its buttons: Confirm (for a booking awaiting confirmation), Done and No-show (shown once the appointment has started), Reschedule (pick a new time with the Same provider or Any available provider), Cancel with an optional reason, Confirm on WhatsApp (a ready message with the appointment details and the link to change it), Call, Print, and the linked Chat or Ticket if there is one. It also shows the Customer link from which the customer can cancel or change the appointment, and the full booking History (booked, reminder sent, rescheduled, cancelled…).

Pour qui ?

Business owner / manager / agent (depending on permissions)

Où le trouver ?

Sidebar → Appointments → Bookings → click any appointment

Pas à pas#

1. 1
   Open the appointment from the bookings schedule.
2. 2
   For a booking awaiting confirmation, press Confirm; once the appointment has started, mark it Done or No-show.
3. 3
   To change the time: Reschedule → choose the provider, day and time → press Move booking to ….
4. 4
   To cancel: Cancel → enter a Cancellation reason (optional) → Confirm cancellation.

Astuces#

Bon à savoir#

Questions fréquentes#

If I change the time, does the customer know?

If their email is on file and Support email is connected, they receive a Your appointment has changed email. Otherwise send them the details with Confirm on WhatsApp.

Does the customer's link change after rescheduling?

No — the same booking management link stays valid and shows the new time. The booking does get a new number, though, and the old one appears Cancelled with Moved to a new booking #…, so if a customer quotes an old number, search by their phone number.