How-to guide

Reschedule a paid appointment

In the sales application: Move an appointment while preserving its price and payments and preventing conflicts.

  1. Step 1

    Open the booking from the daily schedule or booking list, then select Reschedule appointment.

  2. Step 2

    Choose the new date and time in company time, then Save new appointment. The system checks staff, room and equipment conflicts and package validity.

  3. Step 3

    The booking number, provider, duration, agreed price, discount, paid amount and remainder stay the same. Do not record the payment again.

  4. Step 4

    When messages are enabled, an appointment-change message is queued and the reminder is updated. Check Booking messages for the result.

  5. Step 5

    If a paid booking was marked completed and invoiced before providing the service, confirm the service has not been provided. It returns to Booked with its invoice preserved; completing it later creates no second invoice or payment.

Rescheduling preserves the agreed price even if an offer has expired. A completed booking that used package units requires a package-usage review and cannot be reopened here.

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