Appointments & Reminders

How do I reschedule or cancel an appointment?

Last updated: 2026-05-26

Reschedule — open the appointment from the list or calendar, click Edit, change date or time, and Save. The patient gets a fresh reminder. Cancel — open the appointment, click Cancel appointment, optionally add a reason (stays internal). Cancelled appointments stay on the timeline with a strikethrough so you keep the record.

Reschedule

  1. Open the appointment from the appointments list or calendar.
  2. Click Edit.
  3. Change the date and/or time.
  4. Click Save. The patient receives a fresh reminder for the new slot.

You can also drag-and-drop on the calendar — see the calendar guide. If the new slot is already taken, the form refuses to save and tells you the conflict.

Cancel

  1. Open the appointment.
  2. Click Cancel appointment.
  3. Optionally add a reason — e.g. "Patient unwell". This stays internal.
  4. Confirm.

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