There are few ways to reschedule or cancel an appointment depending where you are on the platform.

From your Calendar

1. Open the platform and click Calendar.
2. Click the appointment you'd like to reschedule or cancel.

To reschedule an appointment:

1. Click Reschedule.
2. Select a new start and end time for the appointment.
3. Optional: Enter a message.
4. Optional: Check the Schedule as tentative until approved by client box.
5. Click Submit when finished.

To have the client reschedule the appointment:

1. Click Reschedule.
2. Click the hyperlink that says, ask the client to offer new times.
3. Optional: Enter a message.
4. Click Submit when finished.

To cancel an appointment:

1. Click Cancel Appointment.
2. Optional: Enter a message.
3. Click Submit when finished.

To cancel a recurring appointment: 

1. Click Cancel Appointment.
2. Choose to cancel either This Appointment, This and Upcoming Appointments, or All Appointments.
3. Optional: Enter a message.
4. Click Submit when finished.

From your Inbox

1. Open the platform and click Inbox.
2. Select the client with a calendar icon next to their name.

To reschedule an appointment:

1. Click Reschedule in the Conversation box.
2. Select a new start and end time for the appointment.
3. Optional: Enter a message.
4. Optional: Check the Schedule as tentative until approved by client box.
5. Click Submit when finished.

To have the client reschedule the appointment:

1. Click Reschedule in the Conversation box.
2. Click the hyperlink that says, ask the client to offer new times.
3. Optional: Enter a message.
4. Click Submit when finished.

To cancel an appointment:

1. Click the more options icon and select Cancel Appointment in the Conversation box.
2. Optional: Enter a message.
3. Click Submit when finished.

To cancel a recurring appointment: 

1. Click the more options icon and select Cancel Appointment in the Conversation box.
2. Choose to cancel either This Appointment, This and Upcoming Appointments, or All Appointments.
3. Optional: Enter a message.
4. Click Submit when finished.

From a Client Card

1. Open the platform and click Clients. 
2. Select the client you want to reschedule or cancel with.

To reschedule an appointment:

1. Click Reschedule in the Conversation box.
2. Select a new start and end time for the appointment.
3. Optional: Enter a message.
4. Optional: Check the Schedule as tentative until approved by client box.
5. Click Submit when finished.

To have the client reschedule the appointment:

1. Click Reschedule in the Conversation box.
2. Click the hyperlink that says, ask the client to offer new times.
3. Optional: Enter a message.
4. Click Submit when finished.

To cancel an appointment:

1. Click the more options icon and select Cancel Appointment in the Conversation box.
2. Optional: Enter a message.
3. Click Submit when finished.

To cancel a recurring appointment: 

1. Click the more options icon and select Cancel Appointment in the Conversation box.
2. Choose to cancel either This Appointment, This and Upcoming Appointments, or All Appointments.
3. Optional: Enter a message.
4. Click Submit when finished.

Reschedule Options

When rescheduling, you have two options to choose from:

• Propose a new time: Simply adjust the start and end times and click Submit. If you'd like, check the Schedule as tentative until approved by client box before submitting. This gives the client the option to review and approve the times.
• Ask the client to offer new times: You can ask the client to suggest new times for the appointment by sending them an email with a reschedule link. You can also include a message if you'd like.