Article Details
Summary
You can rebook an appointment with a different specialist in three ways: select Reschedule, open the Edit Reservation window, or drag and drop on the Facility Calendar. You can also cancel the appointment and create a new booking.
If your business uses the Rescheduled Appointment report, use the Reschedule button. Only that method creates an entry on the report.
Steps
Reschedule with the Reschedule Option
- 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.
- Find the appointment to reschedule.
- Select Reschedule from the actions drop-down menu.
- Select Re-schedule Appointment near the center of the screen under the appointment tab.
- Select the Additional Service you want to re-add.
- Select any add-ons.
- Enter notes as needed.
- Adjust the duration if needed. A pop-up opens.
- Choose a specialist. Gingr shows the date of the first available appointment for the specialist you pick.
Tip: To book with a specific specialist, turn off the Display by First Available toggle before you select the specialist menu.
Notice: The Display by First Available option only shows when you reschedule appointments tied to appointment-based reservations. It does not show for single-day (Daycare) or multi-day (Boarding) reservations.
- Select Save & Close on the Edit Reservation pop-up.
Reschedule from Edit Reservation
Important: With this option, you must also change the reservation time. Reservation times do not change on their own if you only adjust the service.
- Go to a page where you can edit the animal's reservation.
- Find the appointment to reschedule.
- Select Edit Booking Details from the actions drop-down menu.
- If the appointment is on a different date or time, change the Reservation date and time first.
- Select the Additional Service tab.
- Select the red trash can button to the right of the service you are rescheduling.
- Select the Additional Service you want to re-add.
- Select any add-ons.
- Enter notes as needed.
- Adjust the duration if needed.
- Choose the date.
- Choose the specialist.
- Choose the time.
- Select Save & Close on the Edit Reservation pop-up.
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