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How to Cancel or Reschedule an Appointment
How to Cancel or Reschedule an Appointment
Todd Kivimaki avatar
Written by Todd Kivimaki
Updated over 5 months ago

There are 2 ways to cancel and reschedule an appointment:

  1. "Confirmation Page"

    1. This is how your clients can modify an appointment on their own.

    2. We suggest you use this method for 2 reasons

      1. Real Time Availability will be shown for you to select a new appointment

      2. If a cancel/reschedule fee should be assessed based on your company settings Spiro will handle these charges

    3. We use this method at our REP company as it takes the user error out of rescheduling and let's the system tell you what is possible

  2. Admin Override - "Reschedule" button

    1. This method is admin only

    2. Less safeguards in place

    3. Let's you choose an overlapping appointment

Confirmation Page (preferred method)

If you need to reschedule or cancel an appointment for a Client you can do so from the Confirmation page.
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To Reschedule or Cancel an Order
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  1. Search for the Order and edit by going to the Order Overview page
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  2. Client the "Confirmation Link"
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  3. Select if you would like to Reschedule or Cancel
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  4. Follow the prompts on the screen

Admin Override - "Reschedule" button

Admin Options Explained

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  1. Keep the current status and only change the arrival time

    1. MOST POPULAR - Change the Date/Time (leave all else the same)

  2. Change the current status to unscheduled and also change the arrival time

    1. Unschedule the Job but set a draft date/time

  3. Force change the current status to pending and schedule it again later

    1. Unschedule the job (to schedule later)

  4. Mark this order as rescheduled (with a possible reschedule fee) and schedule it again later

    1. Unschedule job and charge fee is applicable (and schedule later)

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