At some point, you may have an appointment on your schedule that you want to move to the same time, just on a different day. You could go through the reschedule flow to do this if you want to make sure that you don't have another appointment set for that day at that time. If you have already checked your calendar and know you don't have another booking at that specific date and time (or if you don't mind having 2 appointments overlapping), then you can also use the "Edit" button for a quick way to change the date.
To do this, simply navigate to the appointment detail screen for the booking you wish to shift the date for and click the blue "Edit" button in the top right:
After clicking the "Edit" button, you'll see the disabled fields on the screen which can be changed become editable:
To swap the date from here, simply click on the date field and select the new day you want to move the appointment to from the calendar dropdown:
Let's say, however, you're editing an appointment and making the changes in Edit Mode, but realize that you're editing the wrong appointment. You can easily roll back the changes. While in Edit Mode, there is a button next to the “Save Changes” button at the bottom right-hand side of the screen called “Cancel Edits.” If, at any point in editing an appointment, you decide to discard your changes, you can press the “Cancel Edits” button to revert the appointment back to its previous state and exit Edit Mode.
If you are satisfied with your changes, you can press "Save Changes":
Pressing the "Save Changes" button will bring up the prompt window to make sure that you really wish to save, select whether you want to send an email to either the client and/or the staff about the change, and enter in any change notes to go in the email that is sent out to them. Once you've selected the email recipients and entered in any change notes, press the "Save Changes" button from that window to commit the new date to the appointment:
After you press "Save Changes" the audit trail will update with a time and date stamp for the change you just made as well as the username of the staff person who made the change (it would be "Webclient" if the client went in and rescheduled him/herself )
You'll also notice, if you elected to send out the appointment changed email, that the email is listed under the "Appointment Emails" tab along with when it was sent out and an option to view the body of the email that was delivered:
Now that you are done changing the date to this appointment, if it is in Open status you will see that new appointment show up on the calendar view and in your open appointments list.