You can change an Order after it’s placed from its Order page. Any change to the price updates the invoice right away. To change prices or add fees, see How to edit an invoice.
How to edit order details
Open the Order and expand Order Details.
Update the listing details or the answers to custom questions.
Click Save Changes.
How to change the bundle or add-ons
Open the Order and expand Order Details.
Next to Order Page, click Edit. The Order Editing panel opens.
Choose a different bundle, or under Optional Add-ons, click + Add to add one or the trash can to remove one (then Confirm).
Click Save Changes. If you close the panel without saving, your changes are lost.
How to apply a coupon
In Order Details, under Price Breakdown, click the pencil next to Coupon.
In Manage Coupon, choose a coupon and click Save.
To remove a coupon, click the trash can next to it, then click Confirm. An Order can have one coupon at a time. To switch coupons, remove the current one first.
How to send the agent an updated confirmation
Changes to an Order don’t email the agent automatically. To send them the updated details:
On the appointment, click ⋮.
Click Send Confirmation Email, then Confirm.
Notes
Prices you’ve changed show in red in Order Details.
Changes to the Order, such as edited services and added or removed coupons, are recorded in Activity Logs at the bottom of the Order page. Click the eye icon to see what changed.
For a video walkthrough, watch the video below. Some screens may look slightly different.
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