Reschedule an appointment

Rescheduling lets you change an appointment's time, and also its location, service or member, in one step. Softalon only offers times that are free for the new combination.

Members with the User role can reschedule their own appointments. Administrators and above can reschedule anyone's.

Reschedule with the form

1. 1

   Step 1 of 3

   Open the Reschedule form

   Use any of these:

   • On the Appointments page, open the appointment's menu and choose Reschedule.
   • On the calendar, right-click the appointment and choose Reschedule.
   • Click the appointment to open its details, then click Reschedule.

   You will see:

   The Reschedule Appointment form opens with the current details.

2. 2

   Step 2 of 3

   Change what you need

   Change the Location, Service or Member if needed, then pick a new Date and Time. Only free times are listed, in your salon's timezone.

3. 3

   Step 3 of 3

   Save

   Click Reschedule Appointment.

   You will see:

   Appointment Rescheduled appears and the appointment moves on the calendar.

Reschedule with drag and drop

On the calendar, drag the appointment to a new time. In Day View grouped by member, you can also drop it in another member's column. The Reschedule Appointment form opens with the new time and member filled in. Check the details and click Reschedule Appointment. Nothing changes until you do.

What changes with the move

• The invoice. If the invoice isn't finalized or paid yet, it follows the appointment. A new member, service or location updates its price. A new time only moves the invoice date.
• The status. When you have full appointment access (Administrator and above), the status stays the same. When a member with the User role moves their appointment to a colleague, the status can reset to your default status, depending on Status After Reschedule in Settings › Booking.
• Buffers are recalculated for the new member, service and location.