Update appointments
In this guide, you'll learn how to update details within an appointment, including client information, service details and the appointment status.
Remove or replace clients in an appointment
- Open an appointment.
- From the left panel of the appointment view, click on Actions under the client's profile.
- Select Remove client to remove them from the appointment.
- To assign another client to the appointment, click Add client in the left panel.
- Click on the Save button to update the appointment.
Clients can only be removed or replaced on appointments that were booked in the calendar by your team, or do not have a payment policy accepted by the client.
Customize services in an appointment
- Open an appointment.
- From the appointment view, click on a service to open the edit service view.
- Update the relevant details, including:
- Service type
- Price and discount
- Start time and duration
- Team member booked
- Resources booked
- Advanced options like extra time
- Click on the Apply button at the bottom of the appointment view to update the service details.
- Click on the Save button to update the appointment.
Remove services from an appointment
- Open an appointment.
- From the appointment view, click on the service you want to remove to open the details.
- Click the Trash icon at the bottom of the service details view.
- Click Continue in the confirmation pop-up.
- Click on the Save button to update the appointment.
Add and update notes in an appointment
- Open an appointment.
- Click on Actions (three dots) at the bottom left of the appointment view.
- Select Add note to open the note editor.
- Enter any details or instructions in the text box and select the Save button.
- Click on the Save button to update the appointment.
To edit or delete a note, click Actions (three dots) at the bottom of the appointment view and select Edit note.