Rescheduling or Canceling Appointments
Update your schedule when a client needs to change their meeting time.
For: All Users
Time: 3 minutes
Instructions
1
Go to the Calendar View
Click "Calendars" in the main menu to see your schedule.
2
Click the Appointment
Click on the specific appointment block on the calendar. A details window will open.
[SCREENSHOT NEEDED: Appointment details popup]
3
Change Status or Time
To cancel, change the Status dropdown to "Cancelled" or "No Show". To reschedule, change the date and time fields.
4
Save and Notify
Click Save. If your account has automated workflows set up, changing this status may trigger a cancellation or rescheduling email to the client.
What Success Looks Like
- The appointment moves to the new time or disappears from the active view.
Last updated: 10/1/2026