For both initial bookings and follow-up sessions, you can use the Edit buttons in the session details pages to update the date, time and location.
A client has requested to rearrange
If a client requests to rearrange, you would just need to click the Edit Date/Time button, enter the date/time you have agreed, and click Save.
The client will then be sent an email confirming that their booking has been updated, noting the new date and time selected.
The client will not need to log in to their account to confirm the changes, so please ensure that you only use this option if the new date and time have been explicitly agreed with the client.
Correcting an error or incorrect date/time
If you have made an error when creating a session for a client, you can use the 'client requested' option shown above to fix the booking. The client will not need to login to confirm the change, so this is usually the easiest way to correct any errors.
We recommend letting the client know to ignore the initial booking notification sent with the incorrect date/time listed just to avoid any confusion.
I am unavailable and need to rearrange
If you are unavailable, you have a couple of options available.
You can reach out to the client directly to apologise and to discuss alternative dates and times. Once agreed, you will need to use the Edit Date/Time button (shown below) to update the booking, and the client will need to login to confirm they agree to the change.
Alternatively, you can use the Edit Date/Time button to offer multiple alternative times to the client. The client will be notified by email and/or SMS, and will be asked to login to their account to accept one of the alternatives or to reject/cancel the booking.
Please remember to click the purple Offer Alternatives button to send the times offered to the client.
If you do not click the Offer Alternatives button, the client will not be notified.
Once offers have been sent to the client, the client will have 24 hours to login to accept or reject the times offered. The slots will be temporarily held in your Calendar during this time to avoid any other clients booking into the times offered. The session will update automatically as soon as the client confirms an alternative, or rejects the times offered.
If a new date/time has been agreed directly with a client, but they are having difficulties logging in to confirm the change, please let us know so we can update the booking.