Overview
CompanyOn allows clinics and practitioners to edit appointments directly from the Calendar as long as the appointment has not been checked in.
Appointments can be updated to adjust:
• Date and time
• Practitioner
• Service
• Notes
• Appointment status
• Scheduling details
How to Edit an Appointment
Open the appointment from the Calendar
Click the Pencil Icon
Update the required information
Click Save
Important Editing Rules
Before Check-In
Appointments can only be edited directly if the appointment has not been checked in.
After Check-In
Once an appointment is checked in:
• An invoice is automatically generated
• The appointment becomes locked from direct editing
This is because billing workflows are already connected to the visit.
How to Make Changes After an Appointment Has Been Checked In
Open the appointment
Click the Reverse Icon to reverse the appointment
Unlink the generated invoice
Open the Billing module
Locate the invoice
Click the X Icon to annul the invoice
Return to the appointment
Make the required changes
Save the updated appointment
Important Billing Information
Important Notes
Reversing the appointment:
• Does NOT automatically annul the invoice already created
The invoice:
• Remains active
• Remains linked to the appointment
• Must be annulled separately through the Billing module
Important Refund Reminder
If a payment was already processed online through Stripe:
• Refunds should be completed before annulling invoices or receipts
Otherwise:
• Online refund workflows may no longer be available after annulment
Editable Appointment Information
What Can Be Edited
• Date and time
• Practitioner
• Service
• Notes
• Appointment status
• Location if applicable
Common Mistakes
Common Workflow Errors
• Attempting to edit checked-in appointments directly
• Forgetting to annul the linked invoice
• Changing practitioners without reviewing scheduling conflicts
• Reversing appointments without reviewing billing workflows
Best Practices
Recommended Best Practices
• Verify appointment details before check-in
• Review invoices carefully before annulling them
• Process refunds before annulling online payments
• Review practitioner availability before making schedule changes
• Use reverse workflows only when changes are required after check-in
Frequently Asked Questions
Can Checked-In Appointments Be Edited Directly?
No. Checked-in appointments become locked because an invoice has already been generated.
What Happens When an Appointment Is Checked In?
An invoice is automatically created and linked to the appointment.
Does Reversing an Appointment Delete the Invoice?
No. The invoice remains active until it is manually annulled through the Billing module.
Where Is the Edit Option Located?
The edit option is accessed through the Pencil Icon inside the appointment window.