Article Details
Summary
You can rebook an appointment with a different specialist from the Edit Reservation window or by dragging and dropping on the Facility Calendar. You can also cancel the appointment and create a new booking. See Cancel a Reservation or Appointment.
To find all appointments to reschedule, use the Services by Date Report at Left-hand Navigation: Reports & More » Reports » Services. You can also use the Facility Calendar, Calendar Details, View All Reservations, or the Reservations by Date Report.
Important: If you use Edit Reservation, change the reservation time as well as the service. The reservation time does not change on its own when you adjust only the service.
Steps
Reschedule from Edit Reservation
- Go 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 reports with reservation lists.
- Select Edit Booking Details.
- Edit the Reservation date and time if the appointment moves to a different date or time.
- Open the Additional Service tab.
- Select the red trash can button next to the service you are rescheduling.
- Select the Additional Service to re-add.
- Select any add-ons, enter notes, and adjust the duration as needed.
- Choose the date, specialist, and time.
- Select Save & Close.
Reschedule with Drag and Drop on the Facility Calendar
Use this to move an appointment to a different specialist, day, or time within the same day or week. It changes the reservation and the service at once. You cannot do this in the month view.
Important: If the specialist you move the service to does not perform that service on the Manage Schedules page, Gingr does not let you add it to that specialist.
- Go to Left-hand Navigation: Calendar » Facility Calendar.
- Go to the day or week of the appointments.
- Select and hold the appointment, then drag it to the new day, time, or specialist.
- Within the same day:
- Within the same week:
- Within the same day:
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