Reschedule and edit

There are two ways to move a booking, and which one to reach for depends on how far it’s going.

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Dragging a booking

The fastest way to move something a couple of hours or a couple of columns. Three things to know about dragging:

• Only confirmed bookings can be dragged. Anything awaiting approval, completed, cancelled, or closed as a no-show stays put. Approve it first, or use Edit.
• The length can’t change by dragging. You can move a booking but not stretch it — the session length comes from the service.
• A conflict blocks it. If the new slot overlaps something, the confirm button is disabled. Move the other thing first, or use Edit.

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Editing a booking

Open the booking and choose Edit, or Reschedule in the Schedule Time section. Both open the same form. Use this when the new time is out of view, or when you need to change something other than the time.

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What you can change

• Service provider
• Date and start time
• Buffer time before and after
• Pickup address
• Customer notes
• A new internal note

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What you can’t

The customer, the service, and the length are fixed. Changing what was sold means cancelling this booking and making a new one — otherwise the payment and the voucher wouldn’t line up with what was delivered.

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The calendar works with you

While the edit form is open, the calendar stays live:

• The booking you’re editing pulses so you can pick it out.
• Click any slot and the form takes that time and provider. This is the easy way to move something to next Tuesday — page the calendar over and click.
• Type a new date in the form and the calendar jumps to that week and highlights the new position.

The highlight only appears once you’ve actually changed something, so it doesn’t sit on top of the booking while you’re still reading it.

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Reason

Required whenever you change the time or the provider. Not needed if you’ve only adjusted buffer, notes, or the address — those aren’t reschedules.

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Changed your mind

Revert schedule changes puts the time, provider, and buffer back to how they were, without closing the form. Handy after you’ve clicked around the calendar and lost track of the original.

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Saving

Save changes. If the new time conflicts with something, you get a warning dialog first — unlike dragging, you can confirm and go ahead. Other warnings about schedules and travel behave the same way here as they do when creating a booking.

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What the customer sees

A reschedule sends the customer an updated confirmation with the new time. The reason you type is for your records — it isn’t sent to them. If you’re moving a booking because of something on your side, ring them as well. The email tells them what changed; it doesn’t apologise.

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Common questions