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Editing & Rescheduling Appointments

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Every appointment on your calendar has its own lifecycle. Between the time it is added on your schedule and the time when the follow up thank you note is sent out upon completion, the appointment may have gone through any number of changes.

The goal of TimeTap is to make appointment management so easy that it isn't even something you have to think about any more; your appointments run themselves. As good as the intentions of our goal may be, however, there will undoubtedly come a time when you do have to step in and make some changes to the appointments on your schedule.

This portion of our documentation will get you more familiar with what changes can be made and how you can make those changes. Most of what we cover in these pages is regarding making changes to a One time appointment. We go through how to make changes to recurring appointments more in this section of our documentation.

The types of editing and rescheduling changes that you can make to an appointment include:

  • Changing the time of the appointment
  • Moving the appointment to a different day
  • Choosing a different service for the appointment
  • Swapping out the client for the appointment
  • Updating the comments or the reminders for the appointment

We'll go through each of these items in this section of our documentation site, but on this page we want to talk about when to make certain changes: Editing versus Rescheduling

 

More on Editing/Rescheduling Appointments

  • Editing an Appointment
  • Rescheduling an Appointment
  • Viewing Audit Trail after Editing
  • Changing Clients on an Appointment

 

When to Edit vs. When to Reschedule

On the appointment detail screen, you'll notice two buttons next to the Mark As button: a blue Edit button and a purple Reschedule button.

You might wonder, "When should I use Edit and when should I use Reschedule?"

Both buttons let you:

  • Change the service
  • Change the date
  • Change the time
  • Send an email with the updated appointment details

However, there are some key differences:

  • Use "Reschedule" if you want to see the staff's availability and avoid double booking when moving the appointment time or date
  • Use "Edit" if you want to potentially allow double booking with that new date/time or if you need to edit custom fields on the appointment detail page

Most of the time, either button will work, but you may find one more convenient or suitable for your needs.

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