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Rescheduling appointments

Ask the customer to reschedule or reschedule an appointment yourself

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Asking the customer to reschedule

If you need the customer to pick a new time:

  1. Open the appointment and click Reschedule.
  2. Select Request customer to reschedule.
  3. Optionally add a message to the customer explaining the reason.
  4. Click Send Request.

The customer receives an email with a link to select a new time.

Screen 1 Customer reschedule dialog

Rescheduling yourself

To move an appointment to a different time:

  1. Open the appointment and click Reschedule.
  2. Enter a new date and time.
  3. Optionally add a message to notify the customer.
  4. Confirm the change.
Screen 2 Agent reschedule dialog