Reschedule Slot-Based Appointments (How-To)

Article Details

Summary

You can reschedule a slot-based appointment in a few ways. Use the Reschedule option, the Edit Reservation window, or, if you only change the specialist, drag and drop on the Facility Calendar. You can also cancel the appointment and create a new booking. See How to Cancel a Reservation or Appointment.

Important: If you use Edit Reservation, especially if you switch to time-based, you must also change the reservation time. Reservation times do not change on their own if you only adjust the service.

Steps

Reschedule with the Reschedule Option

  1. Go to a 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 list reservations.
  2. Select the Reservation menu button, then Reschedule.

    Dropdown menu with booking options.

  3. In the pop-up with service details, select the blue Re-schedule appointment button.

    Appointment scheduling interface.

  4. In the next pop-up, choose the specialist and date. Appointment availability then shows.

    Appointment rescheduling interface

  5. Choose a time. Gingr updates both the service time and the reservation time and date.

Reschedule from Edit Reservation

  1. Go to a page where you can edit the animal's reservation.
  2. Select the Reservation menu button, then Edit Booking Details.

    Dropdown menu with booking options

  3. If the appointment is on a different date or time, change the Reservation date and time first.

    Reservation date and time selection interface.

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

    Reservation details with $10 service fee.

  6. Select the Additional Service you want to re-add.
  7. Select any Service Options/Add-Ons.
  8. Enter notes as needed.
  9. Adjust the duration if needed.
  10. Choose the date, then the specialist and time.

    Service scheduling options with date and specialist.

  11. Check that the Reservation and Service times and dates match.
  12. Select Save & Close.

Change the Specialist with Drag and Drop on the Facility Calendar

You can quickly move an appointment to a different specialist on the same day. You cannot do this in the month view.

Notice: Gingr does not let you move a service to a specialist who does not perform it, as set up on the Manage Schedules page. You also cannot drag and drop between time-based and slot-based services.

  1. Go to Left-hand Navigation: Calendar » Facility Calendar.
  2. Go to the day of the appointment.
  3. Select and hold the appointment. Drag it to the new specialist. Hover over the green slot availability bar until the + button shows.

    Moving a slot-based appointment on the Facility Calendar.

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