If you click into an appointment detail screen, you'll see at the bottom you have the option to either "Edit" the appointment or "Reschedule" the appointment:
One of the first things to determine is if the appointment you are looking at is for a class or for a service.
If the appointment is for a service, then by pressing the "Edit" button you'll be able to change the:
- Custom Fields
- & Comments
that you entered on the appointment. By using the Edit button here instead of the Reschedule button, then you don't go through the flow to determine whether the time or date that you might edit & change the appointment to is available for the staff person you are setting it for.
If you want to change the date and time of an appointment and make sure that it is to a new date and time that is available for the staff, then you'll want to use the Reschedule button. This will take you through a flow very similar to the Book One Time Appointment flow where you'll see the dates and times that a staff is offering a service at a particular location.
After changing the date and time here for the Service appointment and pressing save, the appointment will be rescheduled. You will not, however, necessarily know if the appointment time it was rescheduled for is available on the staff person's schedule. For that you should use the reschedule button which will present you with available timeslots to reschedule the appointment the same as if you went through "Setup One Time Appointment".
If the appointment in the detail screen is for a class, pressing the edit button will provide you with a message to let you know that, because this is a class, you need to use the "Reschedule" button in order to move the class attendee from one class list to another:
This is because you cannot edit the date or time for a class on the edit mode of the appointment screen since the system needs to look up the individual class sessions. You can add comments or make changes to the reminders that are set while in edit mode for a class appointment.
If you use the reschedule button for a class appointment, it will let you see all upcoming available class sessions and allow you to move the client into those class sessions instead.
Once you use the Edit and Reschedule buttons a few times, I have no doubts that you'll learn when is the best time to use which. If you have any questions that we can answer in the meantime, you can always contact our support team with them. Alternatively, if you are better at learning by seeing, you can always set up a time for a 1-on-1 support call with one of our support staff and we'll get on a screenshare together to work through whatever questions you have on your account.