Following on from Simon’s update, this is now live. You can change an appointment’s type or practitioner without cancelling it, and you can still reschedule the time separately if you need to.
Open the appointment in your Diary, click Actions and choose Edit appointment.
Choose the new appointment type and/or practitioner and click Save changes. To move the time as well, use Reschedule from the same Actions menu.
The client isn’t told about the change automatically, so choose Send appointment details from the Actions menu if you’d like them to have the new details. If the appointment already has an invoice and you change the type, you’ll be asked whether to keep the invoice or void it and start a new one, and if you void it, anything already paid stays on the client’s account as credit.
@Rhianon Stidever This feature is currently being tested. There was a delay in getting it rolled out because of several edge cases around invoices that may be attached to the appointment, such as a deposit or an invoice that is undergoing processing via HealthCode or Effra.
We hope to have this rolled out by the end of the week.
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Comments2
Cloudia Barr
Oct 4
Hi Rhianon,
Following on from Simon’s update, this is now live. You can change an appointment’s type or practitioner without cancelling it, and you can still reschedule the time separately if you need to.
Open the appointment in your Diary, click Actions and choose Edit appointment.
Choose the new appointment type and/or practitioner and click Save changes. To move the time as well, use Reschedule from the same Actions menu.
The client isn’t told about the change automatically, so choose Send appointment details from the Actions menu if you’d like them to have the new details. If the appointment already has an invoice and you change the type, you’ll be asked whether to keep the invoice or void it and start a new one, and if you void it, anything already paid stays on the client’s account as credit.
There’s a full walkthrough in our help article Rescheduling, changing or cancelling appointments. Thanks for flagging this one, Rhianon.
simon.taylor
Sep 22
@Rhianon Stidever This feature is currently being tested. There was a delay in getting it rolled out because of several edge cases around invoices that may be attached to the appointment, such as a deposit or an invoice that is undergoing processing via HealthCode or Effra.
We hope to have this rolled out by the end of the week.
Linked to Changing appointment type/ practitioner