Reschedule Slot-Based Appointments (How-To)

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If you must reschedule a slot-based appointment, there are a couple of ways this can be done. This section will show you how appointments can be rebooked by either opening the Reschedule option, the Edit Reservation window, or, if only changing the specialist, dragging and dropping on the Facility Calendar. Alternatively, you can cancel the appointment and create a new booking (see our article Cancel a Reservation or Appointment).

Please note that if using the Edit Reservation option, especially if switching to time-based, you must adjust the reservation time in addition to rescheduling the service. Reservation times will not automatically change if you only adjust the service.

 

Reschedule Slot-Based Appointments

From Reschedule Option

  1. Navigate to any page where you can edit the animal's reservation. This includes the Animal's or Owner's Reservations tab, the Dashboard, Calendar Details, the Facility Calendar, or other Reports that contain reservation lists.

  2. Select the Reservation menu button then Reschedule.

    Screen_Shot_2022-05-26_at_12.45.59_PM.png

  3. This opens a popup with details about the service. Select the blue Re-schedule appointment button.

    Screen_Shot_2022-05-26_at_12.48.40_PM.png

  4. An additional popup appears where you will choose the specialist and date of the appointment. Once those are selected, appointment availability will display.

    Screen_Shot_2022-05-26_at_12.51.39_PM.png

  5. Both the service time and reservation time/date will update.

From Edit Reservation

  1. Navigate to any page where you can edit the animal's reservation. This includes the Animal's or Owner's Reservations tab, the Dashboard, Calendar Details, the Facility Calendar, or other Reports that contain reservation lists.

  2. Select the Reservation menu button then Edit Booking Details.

    Screen_Shot_2022-05-26_at_12.47.08_PM.png

  3. If the appointment will take place on a different date and/or at a different time, first edit the Reservation date and time.

    Screen_Shot_2022-05-11_at_12.51.44_PM.png

  4. Select the Additional Service tab. Select the red trash can button to the right of the service you will be rescheduling.

    Screen_Shot_2022-05-11_at_12.53.59_PM.png

  5. Select the Additional Service you would like to re-add. Select any relevant Service Options/Add-Ons, enter notes as needed, adjust the duration if needed, choose the date, then choose the specialist and time.

    Screen_Shot_2022-05-26_at_12.34.39_PM.png

  6. Double check that you have properly adjusted the Reservation and Service times/dates to match if needed, then Save & Close the Edit Reservation popup.

Change Specialist From the Facility Calendar Drag & Drop Function

If appointments are being rescheduled within the same day to a different specialist, it is possible to quickly change the appointment over. It is not possible to do this on the month view.

Notice:  If the specialist who you are attempting to move the service to does not perform that service (as set up on the Manage Schedules page), the system will not allow you to add to that specialist. Additionally, you cannot perform the drag and drop function between time-based and slot-based services.

  1. Navigate to Left-hand Navigation: Calendar » Facility Calendar.

  2. Navigate to the day of the appointment(s) you are rescheduling.

  3. Select and hold the appointment and drag it to the new specialist. Hover over the green slot availability bar until you see the + button.

    Moving_Slot_Based_Appointment.gif

 

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