This How-to covers marking an appointment rescheduled and how to text the client after modifying it.
To view these steps through an instructional video, click the link below.
Video Link: Rescheduling an Appointment
Instructions
After the date and/or time change is made to the appointment, check the "Rescheduled" checkbox on the right of the date and time fields.
Check the “Notification Message” Box to have Prevail automatically send a text message to the client advising them of the rescheduled appointment.
Click 'Save'.
Note: By marking an appointment as Rescheduled, you preserve the original appointment on all calendars where it existed
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and create the new appointment on its new date and time.
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Rescheduled appointments are displayed on the Events and Home tabs with a strikethrough, and they are marked as Rescheduled on the calendar.
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\uD83D\uDCD8 Instructions
Find the desired appointment in any calendar view.
Double-click on the desired appointment.
Make any desired changes to the appointment.
Click the ‘Save’ button at the top of the window.
Optional: Click and drag appointments in the calendar to change its date and/or time.
Note: If the Notification Message box is checked in the appointment window, Prevail will automatically send a text message to the client to tell the about the change to their appointment.
Check the ‘Rescheduled’ checkbox to the right of the date/time field for the appointment.
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Related articles
Creating a Task, Completing a Task, Creating an Appointment, Modifying an Existing Appointment, Cancelling .vs. Deleting an Appointment, Rescheduling an Appointment.