Reschedule or cancel an appointment

You need to move it

1. Open the appointment and tap Reschedule (in the list, it is in the booking's menu).
2. Pick the new date and time. Times that are already full are refused.
3. Tap Confirm reschedule (Reschedule & notify in the list). The booking moves straight away, your Google Calendar follows if it is connected, and the customer is told by email, and by WhatsApp or SMS if they gave a phone number.

The customer does not need to approve the move. If the new time does not suit them, they can pick another from the link in their confirmation.

The customer wants to move it

Every confirmation and reminder carries a reschedule link. The customer taps it, talks to the Secretary and picks a new free time. There is no cut-off: the link works right up to the appointment. If you want a notice period, put it in your knowledge base so the Secretary tells customers when they book.

• Paid online: the move goes through straight away, and both of you get the updated confirmation. No action needed from you.
• Not paid yet (Pay in person): you get an email to approve or decline the new time. Until you approve, the original booking stands. The request expires after 7 days.

Cancelling

Open the appointment and cancel it. For a booking paid online, you are offered a refund; the appointment then shows Refunded in the Cancelled tab and on the transaction. Prepayments follow your policy: if your knowledge base says payments inside 24 hours are kept, the Secretary tells customers that before they cancel, but the refund itself is always your decision and your click.

Blocking a day at short notice

If you need to clear a whole afternoon, the fastest route is your own Secretary: "Move my afternoon appointments to tomorrow, let the customers know, and block 2 to 4 PM today." It shows you each move and the block to confirm first. Once you say yes, it moves each booking, tells each customer their new time, and blocks the afternoon so nothing new is booked there.