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Editing One Appointment in a Recurring Service

Learn to edit a single appointment from a recurring service without affecting the future appointments.

Amar Ghose avatar
Written by Amar Ghose
Updated over 3 weeks ago

Summary

  • This article explains the different ways to edit an appointment within a recurring service series.


Accessing a Single Appointment in a Recurring Service in Different Ways

Through Scheduling View

  • Locate the Appointments icon and select the scheduling view of your preference.

  • Locate the appointment you want to edit and click on it.

  • On the pop-up window showing the appointment details, click on Actions > Manage recurring service OR locate the Edit recurring service button right next to the frequency.


Through Contacts

  • Locate the Contact icon and go to All Contacts.

  • Find your customer using the search bar and click their name.

  • On the contact profile page, click on the Appointments tab, and then on the Active recurring services tab.


Manage Recurring Service Page

  • On the Manage Recurring Service page, you can change several aspects of the recurring service, but for this article, you need to scroll down to the Cleanings scheduled for this recurring service section.

  • You'll see all the upcoming appointments for the next 6 months. Locate the one you need to edit and click on the pencil icon on the right-hand side.

  • A pop-up window to edit the appointment will appear. Make sure to do all the necessary changes and hit the save button before closing this window.


Additional Notes

  • Using this method will only affect the selected appointment. If you need to update the frequency of a recurring service instead, visit this article:

  • You have to make sure to save the changes; otherwise, the appointment will remain the same.


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