How it works

How editing works
A booking can be changed after it's made, even after it's been paid for. You can move the time, swap the staff member and set a custom price for that one appointment. The customer's record and payment stay attached, so nothing needs re-entering.

2 ways to do it

Change it yourself when you're moving things around. Send the reschedule link when the customer knows their new time better than you do.

Change it yourself

Open the booking
Go to CRM > Calendars > Calendar View and click the appointment to open it.
CRMCalendarsCalendar View
Change the time or the staff member
Pick the new date and time, or the person who'll do the job. Check the person is free then. A clash shows before you save.
Set a custom price if it's different
If this one job costs more or less than the service's usual price, override the price on the appointment. The service menu stays as it was.
Save, then tell the customer
Save the change. Confirm with the customer so they know the new details.
SMSHi Sarah, your booking with Northside Plumbing is now Tue 4 Nov at 9:30 am. Need to change it? Call us on 03 9000 0000. Reply STOP to opt out.About 142 characters, 1 text per person. Check the cost
Shown with example details. Copy pastes the version that fills in your own business and each customer's name by itself.
tipOnly text people who've agreed to hear from you. A booking confirmation about a job they asked for is fine.