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Manage Appointment Changes with Patients

Chelsea avatar
Shared by Chelsea • January 27, 2025

Imagine this:

A patient books an appointment for two days from now, and you accept it. The appointment is queued for that future date, but after chatting with the patient, you realize you're available to consult right now.

So what do you do?

For future situations like this, you can actually just move the booking from the future date to today. That way, you can avoid going through the whole refund process since they technically paid for an appointment and you're simply rescheduling.
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In your queue, go to the future date. Click the (...) icon then Move Appointment
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Choose a different date to update the appointment details then Save
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This feature is also handy for other scenarios, like when a virtual appointment needs to be changed to an in-person consultation at your clinic. Just move the appointment to the clinic and update the date.

If you charge differently for in-person consultations, you can easily collect the remaining balance from the patient, as they’ve already paid through the platform.