How to Edit an Appointment

How to Edit an Appointment Before Check-In

1. In the left sidebar, click the calendar icon to open the Appointments module.

2. Click on the appointment in the calendar to open the appointment window.

3. Click the pencil icon at the top of the appointment window.

4. Update the fields as needed.

5. Click "Save".

How to Edit an Appointment After Check-In

Important: If a payment was already processed through Stripe, process the refund before annulling the invoice. Otherwise the refund option may no longer be available.

1. Click on the appointment in the calendar to open the appointment window.

2. Click the reverse icon to reverse the check-in.

3. In the left sidebar, click the billing icon to open the Billing module.

4. Click on the "Invoices" tab and locate the invoice linked to that appointment.

5. Click the "X" icon to annul the invoice and confirm the annulment.

6. Return to the appointment in the calendar.

7. Click the pencil icon to edit the appointment.

8. Make the required changes and click "Save".

Note: Reversing an appointment does NOT automatically annul the invoice. The invoice must be annulled separately through the Billing module.