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Reschedule to the Next Opening

Move a client to the next opening in two clicks, keeping the same appointment.

Written by Jonathan Marbutt

These steps are for CoolFocus 5.

She can't make Tuesday. Move her to the next opening in two clicks, and she keeps the same appointment.

Steps

  1. Open her appointment on the Scheduler and choose to reschedule it. (Dragging it on the calendar works too.)

  2. In the reschedule window, click Use next opening. It shows the time, like "Wed, Oct 21 at 9:00 AM".

  3. Confirm the reschedule.

If she was booked into an opening, that opening comes back for someone else, as long as the time hasn't passed. The new time uses up an opening.

Prefer a different time?

  • More openings lists the next few. Click one.

  • Still open today lists openings later today.

  • Or pick any time on the calendar. Staff can book any time inside the location's hours, with or without an opening.

Use next opening looks from tomorrow on, so today's openings are listed separately. If there are none in the next month, the window says so, and you can pick a time on the calendar.

Booking a new appointment

When you book a new appointment and have chosen a type, the button there is Use next available. It does the same thing, for a new booking.

Questions? Chat with us anytime from the Help button.

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