This section will show you how appointments can be rebooked with a different specialist by either opening the Edit Reservation window or 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).

You can use the Services by Date Report (found via Left-hand Navigation: Reports & More » Reports » Services) to identify all appointments that need to be rescheduled. You can also use the Facility Calendar, Calendar Details, View all Reservations, or the Reservations by Date Report to find a complete list if preferred.

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

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 Edit Booking Details.
   
   
   
   
3. If the appointment will take place on a different date and/or at a different time, first edit the Reservation date and time.
   
   
   
   
4. Select the Additional Service tab. Select the red trash can button to the right of the service you will be rescheduling.
   
   
   
   
5. Select the Additional Service you would like to re-add. Select any relevant add-ons, enter notes as needed, adjust the duration if needed, choose the date, then choose the specialist and time.
   
   
   
   
6. Save & Close the Edit Reservation popup.
   
   

From the Facility Calendar Drag & Drop Function

If appointments are being rescheduled within the same day or week, it is possible to quickly change the appointment to a different specialist, day, and/or time. This function changes both the reservation and the service at once, avoiding the need to individually adjust these. It is not possible to do this on the month view.

 Important: 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.

1. Navigate to Left-hand Navigation: Calendar » Facility Calendar.
   
   
2. Navigate to the day or week of the appointment(s) you are rescheduling.
   
   
   
   
3. Select and hold the appointment and drag it to the new day, time, and/or specialist.
   
   
   1. Within the same day:
      
      
      
      
   2. Within the same week:
      
      

Related Resources

• Create Trainer Availability How-To
• Copy Trainer Shifts Across Days of the Week How-To
• Copy Trainer Availability How-To
• Show Trainer Availability in Customer Portal How-To
• Create a Specialist Schedule How-To
• Copy a Specialist Schedule How-To
• Override a Schedule How-To
• Set a Specialist as Unavailable How-To
• Remove Specialist Schedules How-To
• Reschedule Booked Appointments How-To
• Unable to Create or Edit a Specialist’s Schedule Troubleshooting