Article Details
Appointments can be rebooked with a different specialist by either clicking "Reschedule", opening the Edit Reservation window, or dragging and dropping on the Facility Calendar. Alternatively, you can cancel the appointment and create a new booking.
If your business uses the Rescheduled Appointment report, then you should only use the first option, the Reschedule button. This manner of rescheduling will create an entry on that report.
From Reschedule Option
- 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.
- Locate the appointment to reschedule.
- Select Reschedule from the actions dropdown menu.
- Select Re-schedule Appointment button near the center of the screen under the appointment tab.
- Select on the Additional Service you would like to re-add.
- Select any relevant add-ons.
- Enter any notes as needed.
- Adjust the duration if needed. A pop-up will then appear.
- Choose a specialist. Upon selecting a specialist from the ranked order, the date of the first available appointment for the selected specialist will display.
Tip: If you want to book with a specific specialist, then toggle the Display by First Available setting to the off position before clicking on the specialist menu.
Notice: If the appointment is attached to a single-day (Daycare) or multi-day (Boarding) reservation, then the Display by First Available option will not display. This option is only available when rescheduling appointments attached to appointment-based reservations.
- Save & Close the Edit Reservation popup.
From Edit Reservation
Important: 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.
-
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.
-
Locate the appointment to reschedule.
-
Select Edit Booking Details from the actions dropdown menu.
- Edit the Reservation date and time first if the appointment will take place on a different date and/or at a different time.
- Select the Additional Service tab.
- Click the red trash can button to the right of the service you will be rescheduling.
- Click on 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.
- Choose the specialist.
- Choose the time.
- Save & Close the Edit Reservation popup.
Comments
0 comments
Article is closed for comments.