Reschedule or cancel an appointment

Click an appointment on the calendar and a card opens beside it, with its actions.

Steps

To change an appointment:

1. Open Schedule and click the appointment.
2. Select Change. The Change appointment panel opens.
3. Choose a new day and time. You can also change the staff member, the service or the format.
4. Check What changes, then select the button at the bottom to save it. Select Keep as is to stop.

To cancel an appointment:

1. Open Schedule and click the appointment.
2. Select Cancel visit on the card, or in the appointment's details.
3. Choose a Cancellation reason.
4. Select Cancel visit to confirm.

Good to know

• Changing the service or format of a visit that is already paid, charged or on a pay link is refused if the price would change.
• Cancelled visits are hidden on the calendar by default. Select the cancelled hidden · Show link at the top of the calendar to see them.
• A cancelled or no-show appointment shows Rebook, which starts a new booking with the same client, staff and service.
• The reasons in the list come from Settings → Schedule → Cancellations. If none are set up, ask an owner or manager to add them.
• If your clinic lets clients change their own visits in the portal, an appointment they moved or cancelled shows Rescheduled by client or Cancelled by client.
• No show and Complete ask you to confirm in the same way. Complete also offers Book next visit.
• If your clinic's policy does not let staff cancel or move an appointment this close to its time, Oben refuses. Someone who can manage clinic settings can open Clinic-authorized policy exception, give a reason, and go ahead.