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Editing an appointment/Changing appointment type

To change the details of an appointment - Please note that the appointment must not be charged before making any changes. For instructions on reversing a charge Click Here.

 

On the appointment book:

  • Find the appointment you wish to change
  • Select and Right click the appointment
  • Select "Edit"
  • Change any details and press OK to save

 

In the client's folder:

  • Open the client's folder
  • Select the "Records" tab
  • Select the "Appointments" tab
  • Select and right click the appointment you wish to change
  • Select "Edit"
  • Change any details and press OK to save
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