Click Any Appointment for Full Control

Click Any Appointment for Full Control

Purpose: Manage all aspects of an appointment — from editing and rescheduling to canceling, deleting, and checking out.

1. Go to Calendar
   From the left sidebar, click Calendar.

2. Open Appointment Details
   In the calendar grid, find and click on any booked appointment. A detailed panel will slide open on the right.

3. Update or Edit Appointment

• Click the three-dot menu (⋮) at the top-right of the detail panel
• Choose Edit
• Modify client, service, date/time, or assigned staff
• Save the updated details

4. Reschedule the Appointment

• Either:
  • Click Reschedule at the bottom of the panel, or
  • Use the three-dot menu > Reschedule
    
• Select new date/time and confirm

5. Cancel the Appointment

• Click the three-dot menu > Cancel
  
• Choose or enter a reason for cancellation

6. Delete the Appointment (if allowed)

• Click three-dot menu > Delete
  
• Confirm deletion when prompted

7. Change Appointment Status

• Locate the status button at the top-left of the panel
  
• Click and change to:
  • New
  • Confirmed
  • Completed
  • No-Show
  • Cancelled

8. Checkout the Appointment

• Scroll down and click Checkout
  
• This redirects you to the Sales Page where payment is processed

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Tip for First-Time Users:
You can manage everything without leaving the calendar — saves time and helps avoid missing details.

More questions about this

Q1. Can I undo a cancelled appointment?

 No, but you can manually reschedule it or rebook a new appointment with the same details.

Q2. Does deleting remove it from reports?

  Yes. Deleted appointments are not shown in history or reports.

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