Overview
CompanyOn allows clinics and practitioners to quickly reschedule appointments directly from the Calendar.
Appointments can be rescheduled by:
• Editing the appointment manually
• Dragging and dropping the appointment to a new time slot
This helps clinics:
• Manage schedule changes efficiently
• Reduce administrative work
• Maintain accurate calendar availability
Option 1, Edit the Appointment
Steps to Edit the Appointment
Open the appointment
Click the Pencil Icon
Update the appointment date or time
Save the appointment
Option 2, Drag and Drop
Steps to Drag and Drop an Appointment
Open the Calendar
Click and hold the appointment directly on the Calendar
Drag the appointment to the new time slot
Release the appointment to save the new scheduling time
Important Notes About Checked-In Appointments
Important Scheduling Rule
Appointments that have already been checked in cannot be rescheduled directly.
Once checked in:
• An invoice is automatically generated
• The appointment becomes locked from direct editing
To modify a checked-in appointment:
• The appointment must first be reversed
• The linked invoice must be annulled separately through the Billing module
What Happens After Rescheduling
Automatic System Updates
After rescheduling:
• Reminder schedules update automatically
• Calendar availability updates immediately
• Clients may receive updated notifications depending on reminder settings
Common Uses for Rescheduling
Common Scheduling Workflows
• Client scheduling conflicts
• Practitioner availability changes
• Facility scheduling adjustments
• Last-minute appointment changes
• Follow-up appointment modifications
Best Practices
Recommended Best Practices
• Double check practitioner conflicts after moving appointments
• Review recurring appointments carefully before changing a single occurrence
• Verify appointment reminders after rescheduling
• Confirm client availability before finalizing schedule changes
• Review billing workflows if the appointment was already checked in
Frequently Asked Questions
Can Appointments Be Dragged and Dropped Directly on the Calendar?
Yes. Appointments can be moved directly by dragging and dropping them into a new time slot.
Can Checked-In Appointments Be Rescheduled?
Not directly. Checked-in appointments must first be reversed before changes can be made.
Do Reminder Notifications Update Automatically?
Yes. Reminder schedules update automatically after the appointment is rescheduled.
Will Clients Receive Updated Notifications?
Depending on the reminder configuration, clients may receive updated notifications automatically.
Where Is the Edit Option Located?
The edit option is available through the Pencil Icon inside the appointment window.