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

Image shows tapping on an existing appointment on the Calendar tab in the Schedulista mobile app.

(2) Tap the Service name

Image shows tapping on the service name on the Appointment details page on the Schedulista mobile app.

(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.

Image shows the 'Choose service' page to select a different service on an existing appointment on the Schedulista mobile app.

(4) Tap Save

Image shows tapping Save on the Appointment details page on the Schedulista mobile app.

(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.

Image shows prompts to send or not send client notification and the option to add a custom message to the notification in the Schedulista mobile app.

(7) Tap Save

Image shows tapping Save to save and updated the appointment on the Schedulista mobile app.

The service on the appointment should now be changed on the calendar.

Image shows the appointment on the Calendar tab with the updated service on the Schedulista mobile app.

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.

Related articles:

keywords: change service, update service, without cancelling, without canceling, mobile app

Mobile app: Setting an appointment for a client

Changing the provider on an appointment

Mobile app: Changing the provider on an appointment

Changing the service on an appointment in Schedulista

Mobile app: Setting repeating appointments, classes, or events