How do I modify an appointment?

How do I modify an appointment?


To make an appointment duration shorter or longer:
  1. Go to the Appointment Book
  2. Drag the bottom of the Appointment up or down
To move an appointment to a new time or worker on the same day:
  1. Go to the Appointment Book
  2. Click and drag on the Appointment to the new worker or time
To change the services, workers, date, time or duration:
  1. Go to the Appointment Book
  2. Click on the Appointment
  3. Click the Modify Button 
  4. Change the service, worker, date, time or duration (by clicking Show Duration)
  5. Click Save to save these changes as-is or click Search to search for availabilities


    • Related Articles

    • How do I modify a Standing Appointment?

      To update the time, date, worker, service and/or add or remove a service for a single standing appointment:  Option 1: Find appointment to move, click and drag to a new time or worker.  Only this appointment will be moved.  Option 2: Click on the ...

    • How do I book a standing appointment?

      Go to Appointments Click the Standing button Select a Start Date and an End Date Select a Start Time Select Every # of days, weeks or months to book the appointments Example: Start Date is January 1, End Date is January 30 > Book Every 2 Weeks > ...

    • How do I book an appointment during off hours?

      To book an appointment during off hours: Go to the Appointment Book Click on the Time on the left hand side (example: 8 AM) Search for a Client by name, phone or email or click + to add a new client Select a Worker and Service combination Click Add ...

    • How can I adjust a worker's hours?

      Click the Menu Icon (≡) and click Time Clock Click the Adjustments tab Select the Date to adjust and select Time In & Time Out To preview hour total, click Calculate Hours To add additional hours click (+) To remove hour list item select (-) Click ...

    • Appointment Book Tips

      Appointment Book Buttons < > Navigates the calendar forward or backward for the day, month or year. Show All Workers: By marking the checkbox, workers not scheduled to work that day will appear on the calendar. Clicking Worker Photo: Goes to a Week ...