This article covers how to reschedule an appointment in the calendar in Pabau.
Step 1: Navigate to Calendar
Log in to your Pabau account, and in the left sidebar menu, click on Calendar.
Step 2: Locate the Appointment
Locate the appointment you want to reschedule. Depending on whether you're moving it to a different time on the same day or to a different day, there are two options to choose from.
Option 1: Drag and Drop
Drag and drop the appointment to the desired slot. Confirm by selecting either "Reschedule" or "Reschedule & Notify" in the prompt. If you choose "Reschedule & Notify," the client will receive a notification about the rescheduled appointment, based on your Client Notification settings.
NOTE: This method only applies when rescheduling on the same day.
Option 2: Reschedule Through Context Menu
- Click on the appointment and in the context menu, select Reschedule.
- The appointment is "stored" in the Reschedule Appointments modal. You're free to navigate through the calendar, and select a different date - the modal will not go away.
- After you choose a different date, drag and drop the appointment from the modal onto the desired slot.
- Select if you'd like to notify the client - via email or SMS - and click on Proceed.
- Confirm by selecting Reschedule or Reschedule & Notify in the prompt.
If there are any conflicts with the desired slot, such as the room or staff member being unavailable, you will receive a warning. However, you can choose to ignore the warning and proceed with rescheduling the appointment.
The appointment has now been successfully rescheduled.
NOTE: You can also learn about this topic by watching a lesson on Pabau Academy.
In addition, we suggest reading our Calendar article for a more in-depth exploration of this topic.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.