EMS | Amending Booked Appointments

EMS | Amending Booked Appointments

Description 

This section covers the ability to amend a booked appointment

Resolution


In "Reception" click onto “Appointment Book"





Appointment - Amending  



Change Name

To amend the name of the client booked against the appointment:
  1. Select the appointment
    1. Client Tab - to view information about the client or change the client
    1. Company tab - to view information about the company, if this booking is for a client that is associated with a company.

Change Price

To override the price of the booking:
  1. Select the Appointment Review Tab 
  2. In the Price Section, select the promotional price dropdown list
  3. Select the applicable reason code
    1. Discount Percentage - automatically changes the promotional price based on the fixed percentage discount
    2. Discount Value - automatically changes the promotional price based on the fixed value off the list price
    3. Manual Override - allows the user to manually enter the value to be changed.
  4. To create or amend the discount rules - see Promotional Pricing

Resend confirmations and reminders

Confirmations and reminders can be sent manually or automatically using the scheduled marketing, to resend:
  1. Using the "appointment Reminders & Confirmations" section
  2. Untick the relevant sent options
    1. Email Reminders Sent
    2. SMS Reminders Sent
    3. Email Confirmations Sent
    4. SMS Confirmations Sent

Change Appointment, room or length



  1. Select the "Appointment" Tab
  2. To change the appointment, select an alternate appointment type from the list
  3. To Change the allocated room, select an alternate from the Room list
  4. To change the duration of the appointment, use the length dropdown to change the time


Drag & Drop Appointments

Amending Appointment Date

If the client wishes to change the appointment once made, to an alternative date you may use the “Clipboard”
  1. Click and hold on the appointment you need to move and “Drag” and then “Drop” it into the Clipboard
  2. Change the date using either the calendar or the navigation icons located at the bottom of the diary page 
  3. Click back onto the appointment in the clipboard and then “Drag” and “Drop” it to the new date and time

Amending Appointment Start Time or Column

  1. Time - Click and hold the appointment you need to move and “Drag” and then “Drop” it into an alternate time in the same column
  2. Staff - Click and hold the appointment and drag to an alternate staff column
  3. Room - Click and hold the appointment and drag to an alternate room column
  4. Facility - Click and hold the appointment and drag to an alternate facility column



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