Applies to: All

Appointments are editable. Selecting an appointment opens a side panel that is ready to edit straight away, so you can move an appointment, swap the service type, or reassign it without leaving the calendar.

Your changes are held in the panel until you select Save, so nothing is committed field by field. The fields you can change are the date, start and end time, service type, calendar, assigned staff member, and internal notes.

The panel also shows the customer, status, team, intake form responses, and full appointment history. These are for reference and cannot be changed from here.

1. Select Appointments from the left-hand navigation and select the appointment. The side panel opens with every editable field pre-filled and ready to change.

2. To edit the appointment, you can edit the date or time by dragging and dropping the event or shortening/expanding the event. To change the service type, calendar, or assignee select the relevant dropdown. After making any changes, select Save.

When the change saves, a confirmation message appears for about eight seconds with two actions: Notify customer and Undo.

Saving on its own does not email the customer. If the customer needs to know, you have to select Notify customer while the message is still on screen. If the message disappears first, the change stays saved but no notification is sent.

Selecting Undo in the same window rolls the appointment back to how it was before you saved.

If you try to leave the panel with changes you have not saved — by closing it, selecting another appointment, switching views, or moving to another date — a dialog appears reading You have unsaved changes. Select Keep editing to go back to the panel, or Discard to drop the changes and continue with what you were doing.

Cancelling is how you take an appointment off the calendar.

1. Select the appointment on the calendar to open its side panel. Select the ⋯ menu in the top-right corner of the panel, then select Cancel. This is not the same as Cancel in the panel footer, which discards unsaved edits and leaves the appointment in place.

2. Add a cancellation reason. This is optional, and it helps your team understand why appointments are being cancelled.

3. Select Confirm. The appointment is marked as cancelled and comes off the calendar, as cancelled appointments are hidden from the default view.

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