Schedulista provides online appointment scheduling software for your business or organization to allow your clients to book with you 24/7.
We send confirmation emails, as well as reminder emails and optional text (SMS) reminders (if available where you are located), when clients book online or when you set an appointment for a client directly on your calendar.
If a client needs to reschedule their appointment, a reschedule link is included in the confirmation and reminder emails. This link also appears on the online summary page for the appointment, which clients can access through links in the confirmation & reminder emails and in the text reminders.
Note about the option for clients to reschedule
The option for clients to reschedule an appointment themselves online follows the setting for your online cancellation policy. (e.g., if you have a 24-hour cancellation policy, clients will have up until 24 hours prior to an appointment to reschedule or cancel the appointment online.)
If your cancellation policy is set to allow clients to cancel any time, they will also be able to reschedule any time up to the last minute prior to the appointment. If your cancellation policy is set to not allow clients to cancel online, they will not be able to reschedule the appointment, as well.
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Clients rescheduling appointment from email
As a provider, you are able to reschedule any appointment on your calendar. Clients are able to reschedule themselves through the confirmation and reminder emails sent for their appointment.
Note: Clients are not able to use this process to reschedule a class appointment from one class to another. To have them reschedule for a class, see more info below.
(1) In the appointment confirmation and reminder emails clients receive, there is a link to reschedule their appointment.
When clicked, the client is taken to the online reschedule process.
(2) If more than one provider offers the service of the appointment, the client will have the option to pick the same or a different provider. If only one provider offers the service, this step is skipped.
(3) The client can then select the new date and/or time for their appointment based on the provider's schedule.
(4) When the new date and/or time are selected, the client will need to click the "Confirm Reschedule" button for the appointment to be moved.
(5) Once confirmed, the client will be taken to the appointment summary page with a message letting them know the appointment is rescheduled.
A reschedule notification email is also sent to the client for their records. This is sent to the email address on file on the client record associated with the original appointment. Clients cannot change the email address on the existing appointment.
Note: If a client wants to make any other changes to the appointment, like their email address, phone number, or the service for their appointment, they must cancel the existing appointment and book a new appointment.
Clients rescheduling appointment from text reminder
As a provider, you are able to reschedule any appointment on your calendar. Clients are able to reschedule themselves via the text/SMS reminders sent for their appointment.
Note: Clients are not able to use this process to reschedule a class appointment from one class to another. To have them reschedule for a class, see more info below.
(1) In the appointment text (SMS) reminders clients receive, the client can tap the Details link to visit the online summary page for their appointment.
When tapped, the client is taken to the online reschedule process using the default mobile web browser on their phone.
(2) If more than one provider offers the service of the appointment, the client will have the option to pick the same or a different provider. If only one provider offers the service, this step is skipped.
(3) The client can then select the new date and/or time for their appointment based on the provider's schedule.
(4) When the new date and/or time are selected, the client will need to tap the "Confirm Reschedule" button for the appointment to be moved.
(5) Once confirmed, the client will be taken to the appointment summary page with a message letting them know the appointment is rescheduled.
A reschedule notification email is also sent to the client for their records. This is sent to the email address on file on the client record associated with the original appointment. Clients cannot change the email address on the existing appointment.
Note: If a client wants to make any other changes to the appointment, like their email address, phone number, or the service for their appointment, they must cancel the existing appointment and book a new appointment.
Rescheduling a class appointment
The reschedule link won't appear in the confirmations & reminders for a class appointment.
To reschedule an appointment in a class, the client must cancel the existing appointment and book a new one in the class they would like to attend.
Provider notification
When a client reschedules, you (or the provider for the appointment, on a multi-user account) will be sent a reschedule notification by email. This will indicate the original date and time of the appointment and the updated date and/or time.
If you have notifications enabled on the mobile app, a reschedule notification will be sent to your phone as well.
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