Available in mobile app version 7.3.2 and above
Schedulista offers online service-based appointment scheduling. You define the list of services your business offers. Clients select from your list of services to block out the appropriate dates, times, and durations from your schedule.
If needed, you can update an appointment to change the service on the appointment.
Notes about changing services
When changing services, the 'Choose service' page on the appointment will show services that the specific provider is attached to offer. A provider must be attached to a service for it to appear in the menu.
Individual appointments and classes
An individual service can be changed for an individual service
A class service can be changed for a class service
An individual service cannot be changed for a class service. You would need to cancel the appointment and set a new one with the class service.
A class service cannot be changed for an individual service. You would need to cancel the class appointment and set a new one with the individual service.
Contents:
Changing the service on an appointment
You can also change the service on the web app.
If this option is not yet available on your business account, please contact us at support@schedulista.com to enable for your account.
(1) Tap on the appointment to open and edit it
(2) Tap the Service name
(3) On the Choose service page, select a different service
Note: Only services that the provider offers will appear. If
you are changing an individual appointment service, only individual
appointment services will appear. If you are changing a class
service, only class services will appear.
(4) Tap Save
(5) A prompt will ask if you want to send a reschedule/update notification to the client to let them know of the change. If you choose to, you can also opt to send a personalized custom message to the specific client on the notification. This will be in addition to any other custom messages you might have set.
(7) Tap Save
The service on the appointment should now be changed on the calendar.
Example in the image above is of a split appointment service.
Changing the service on a repeating appointment or class
You can change the service on repeating appointments and classes using the same steps above. When you are prompted about sending notification to the client, you can also choose to apply the service to change to all future appointments in the repeating series or not.
Tap the toggle next to Update all future appointments? to turn on.
If you don't opt to apply to all future appointments in the repeating series, the service will only be changed on that one specific occurrence.
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