Reschedule & cancel
Move an appointment to a new time or cancel it, and what that means for its visits.
Plans change. You can move an appointment to a new time or cancel it from its detail page.
Prerequisites: an existing appointment.
Reschedule
- Open the appointment from the Calendar.
- Edit it and change the date and time (and provider or location if needed).
- Click Save.
The appointment — and the visits under it — move with the new time.
Cancel
- Open the appointment.
- Set its status to Cancelled.
- Save.
A cancelled appointment stays on record (it isn't deleted), so you keep the history. Its visits can be marked Cancelled or No-show as appropriate.
You'll know it worked when…
The appointment shows at its new time, or shows a Cancelled status.
Note: If you've already recorded services or created an invoice for a visit, cancelling the appointment doesn't erase those. Handle any billing separately — for example, void an invoice that's no longer owed.
