Send a participant an email requesting that they reschedule their appointment

When you need to reschedule a meeting, you may not always know when the participant is available to meet at a different time. You will want to send an email to the participant asking them to choose their own new time. You can do this right from the Appointment Detail screen by following the steps below:

From your Calendar page, click on the appointment that you need to reschedule, and click the title of the appointment to open the Appointment Detail page:

From the Appointment Detail page, you can choose to view Appointment Emails, and from this view, you can click Send Email:

When you click Send Email, you will be prompted to choose from the pre-made templates. 

Select the template you wish to send to the participant using the dropdown arrow. In this case, you will choose the template titled "Invitation Template - Reschedule Meeting" and then click Select Template.

From here, you have the option to edit the email in order to add any notes that you feel may be relevant. Once you're done editing, click Send Email.

You can see from the Status column of the Appointment Emails table whether the email was Delivered or Opened.

Participant View

The participant will receive an email with a link to reschedule their meeting. When they click the link, they will be directed to the client scheduler and will be given the details of their current meeting along with instructions to click the button to reschedule their meeting.

Now they will be taken to the screen which shows available times. They will select a time and click Next.

They will see a confirmation message letting them know that their appointment has been rescheduled. From here the participant will have a few options: 

1. Back–Selecting this option will allow them to view all of their appointments, past and future.
2. Reschedule–Selecting this option will allow the participant to reschedule this same appointment if they have second thoughts or made an error and this time won't work.
3. Cancel–Selecting this option will bring them to a screen which asks them why they wish to cancel the appointment entirely. From there, they can confirm cancellation.
4. If they are finished with editing the appointment, they can exit the tab and know that everything has saved.

Both the participant and the Empower Associate will receive an email regarding the change of appointment time. You can confirm that this has occurred from the Appointment Emails table of the Appointment Detail page.