Rescheduling Appointments

Steps on how to reschedule appointments.

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Written by Training BLVD
Updated over a week ago


Boulevard offers several ways to reschedule an appointment, depending on what is being changed and how far away the appointment is being moved. Appointments can be rescheduled by the client using the client-facing Appointment Details page or internally through the dashboard.

Anytime an appointment is rescheduled, the change is recorded in the "Appointment Updates" section of the Appointment Details including who rescheduled the appointment and when.


OPTION 1: Click-and-Drag

Use this option when moving an appointment to a new position that currently appears within your same calendar view.

  1. Click and hold on to the appointment you wish to move, then drag the appointment to the desired new time slot.

  2. A prompt automatically appears, showing you a review of the proposed changes.

  3. Select if you want the client to be notified of the change.

  4. Click Reschedule to confirm the changes and move the appointment.


OPTION 2: Select-and-Place

Use this option when moving an appointment to a position on the calendar that is not in your current calendar view.

  1. Single-click the desired appointment once.

  2. Click the reschedule icon on the bottom left.

  3. Now with the appointment surrounded by hash lines, scroll through the future schedule and click to place that appointment in the new time slot.

  4. Click Done.

  5. Choose who you would like to be notified.

  6. Click Reschedule.


OPTION 3: Modify the Specific Appointment Details

Use this option when moving an appointment to a position that is 2-weeks or further into the future.

  1. Double-click on the appointment that you'd like to move.

  2. In the Update Appointment window, select the date on the left then scroll and select the new desired appointment date.

  3. Click the Update Appointment button on the bottom left to submit the change.

You can confirm the change by using the date-picker to scroll to the new appointment date where you see the newly-placed appointment.


Rescheduling Multi-Service Appointments

When an appointment being moved contains more than one service, Boulevard prompts you to move each individual service within that appointment. Because they were originally grouped together, all services must fall on the same day after rescheduling.

  1. Click and drag the first (earliest) service in the appointment that you wish to change.

  2. Each service appears at the top of your screen with hash marks around them that indicate the service is selected to be moved.

  3. Click on the calendar to select the desired new date.

  4. Repeat the same step(s) for the other service(s), making sure that grouped services fall on the same day.

  5. Click Done when all services are positioned correctly.

  6. Select if you want the client to receive a confirmation of the changes.

  7. Click Reschedule to finalize the change.


Client-Facing Appointment Details Page

The client-facing Appointment Details page allows clients to reschedule their own appointments. This makes it easier for clients to see what they need to do ahead of their appointment, like fill out forms. Clients can only reschedule appointments with the service provider they were originally booked with. When the client selects Reschedule, the appointment times available are based on the original service provider's availability.

To disable "Online Rescheduling", head to the Manage Location settings and scroll down to Location Features. Unselect the checkbox to disable rescheduling and hide the option from your clients' Appointment Details page. We've left the clients' ability to reschedule by default so there won't be any disruption for those currently using it.

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A client's ability to reschedule follows the cancellation policy you already have in place. If a client tries to make a change too close to their appointment, they are prompted to call and speak to staff, so you can assess whether to charge cancellation fees.

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