Move a Scheduled Appointment Time/Date

Topic

If you need to move a scheduled appointment to a different day or a different time, you can do this in a couple of different ways.  

Instructions

Drag & Drop:

1. Set your scheduler view to ensure you can see both the day you are moving the appointment from and too. (Learn how to update the scheduler view here).
2. Find the appointment you wish to move.
3. Click and hold on the appointment, and drag the scheduled appointment to the new position.
   
   

Edit Date & Time:

1. Select the appointment in the scheduler view.
2. In the information box that opens, update the date and time of the appointment.
3. Select Save.
   
   

Why am I asked to confirm the update?

If a confirmation email or text was already sent, Tradify asks Are You Sure You Want To Update This Appointment? before saving changes, ensuring your customer isn't given an outdated time.

• Select Yes to save the change. Any update toggles that are switched on in that window will also send your customer an updated email and/or text.
• Switch the toggles off before selecting Yes if you want to save the change without telling your customer.
• Select No to cancel and leave the appointment where it was.

Appointments without customer confirmation skip this step. To reduce prompts, disable Email Appointment Confirmations in Settings > Scheduler to stop sending confirmations by default. There's no option to hide this window for appointments already confirmed.

Additional Information

More info on scheduling here: Scheduling Jobs in the Scheduler