8. Changing Appointments

Master the Art of Appointment Tweaks with HQ’s Effortless Options

Changing an appointment can mean any of the following five actions. This section of the manual explains how to make each type of change, as well as when and why you might use it:

Rescheduling
Canceling
Deleting
Marking as a No-Show
Converting a public appointment to a volume client appointment (and vice versa)

Use the sub-pages in this section to learn the step-by-step process for each option.

7.1.1. Scheduling Recheck Appointments

Recheck appointments can only be scheduled internally in HQ. This ensures staff create the correct appointment type and discuss the need and urgency of the visit with the client.

8.1. Canceling Appointments