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Reschedule, change or cancel an appointment

Reschedule an appointment by dragging it, change its services, team member or duration, and cancel with a reason. Each time you choose whether the client is told.

An appointment that is already in the calendar can be rescheduled, changed or cancelled. When you reschedule or cancel, you choose each time whether the client gets an email about it.

Reschedule by dragging

  1. In the Agenda, drag the appointment to another time or to another team member's column. On a phone, hold your finger on the appointment for a moment, then drag.
  2. The Reschedule appointment window shows From and To. Nothing is saved yet: Cancel puts the appointment back.
  3. Leave Let the client know on if the client should get an email about the new time. Reminders always move along.
  4. Click Reschedule. If something is already booked at the new time, the button says Reschedule anyway.

Rather not drag? Open the appointment, click the three-dot menu at the bottom and choose Reschedule appointment. Browse to the right day, tap the new time and confirm with Reschedule. You can also click the date at the top of the appointment, pick another day and time, and click Save.

Change the duration

Drag the bottom edge of the appointment up or down and confirm in Change duration with Change. Only this appointment gets longer or shorter; the service itself stays as it is.

Change services, team member or client

  1. Open the appointment in the Agenda.
  2. Click a service to open Edit service. Change Team member, Service price, Discount, Time slot or Duration and click Apply. To swap it for another service, click the service name at the top.
  3. Add service adds a service; the bin icon removes one.
  4. To pick another client, use Select another customer in the menu next to the client.
  5. Click Save. If you close without saving, Saloon asks whether to discard your changes.

Cancel an appointment

  1. Open the appointment and click the status at the top, or open the three-dot menu.
  2. Choose Cancel.
  3. Optionally pick a Cancellation reason. Leave it empty and it says No reason given.
  4. Leave Let the client know on if the client should get an email about the cancellation.
  5. Click Cancel appointment. The slot frees up and Saloon can offer it to clients on the waitlist.

Other actions in the menu

  • Rebook: the same client and services at a new time you tap in the calendar.
  • View appointment activity: who changed what on the appointment over the last 12 months.
  • Set as recurring and Add to group appointment: see the articles on recurring appointments and group appointments.

You need the permission Can create appointments. You set it under Settings › Team members › Permission roles.

Frequently asked questions

Can clients reschedule or cancel themselves?

Yes, online, up to the moment you set under Settings › Planning › Appointments in Cancellation and rescheduling. After that they have to call.

Where do I see why a client cancelled online?

A client does not pick a reason from your list but can write a note of their own. You read it in View appointment activity.

Where did a cancelled appointment go?

Cancelled appointments are hidden from the calendar by default. Select them in All filters under Appointment status to see them again.

Can I undo a cancellation?

No. Create a new appointment, for example with Rebook.

Still stuck?

Send us a message. We read everything ourselves and will help you along.

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