Modifying the Service Provider on an Appointment

 

Modifying the Service Provider on an Existing Appointment:

  1. Navigate to your Business tab.
  2. Select Schedule.
  3. Select the Staff view.
  4. Locate the appointment on your Schedule by using the Date Selector or the Search Clients tool.



  5. Click the appointment.
  6. Drag the appointment to another Service Provider's column.
  7. Choose whether or not to send the new Service Provider an email notice of the change.



  8. The appointment will now display under the new Service Provider's schedule.

Note: You can also modify the Service Provider by editing the details on the appointment. 

  1. Navigate to your Business tab.
  2. Select Schedule.
  3. Locate the appointment on your Schedule by using the Date Selector or the Search Clients tool.
  4. Select Edit.
  5. Select Edit again.
  6. Choose the new Service Provider from the drop-down.
  7. Select Save.

Modifying the Service Provider on a Checked Out Appointment:

  1. Navigate to your Business tab.
  2. Select Schedule.
  3. Select the Staff view.
  4. Locate the appointment on your Schedule by using the Date Selector or the Search Clients tool.



  5. Click the appointment.
  6. Drag the appointment to another Service Provider's column.
  7. Choose whether or not to send the new Service Provider an email notice of the change.



  8. The appointment will now display under the new Service Provider's schedule.

Have more questions? Submit a request

0 Comments

Article is closed for comments.