Client calls, emails, sends an SMS or walks in requesting to change a booking by date and/or time.
Admin can find the appointment by looking up client details and double clicking on their name to get a drop down view of all bookings past, present and future
Find next appointment for a person using “Bookings Button”
Client calls, emails, sends an SMS or walks in requesting to change a booking by date and/or time.
Admin can find the appointment by looking up client details and double clicking on their name to get a drop down view of all bookings past, present and future. right click to select move appt to another date or drag and drop to change within the same day.
right click to open the session to move / open it from that listEmail update sent by the system
Audit trail of date / time changes ? last emailed date / time ?
Want “past bookings” AND “Future bookings” buttons
Move to Same Day
POS bookings list
- Right click > move to same day list of available slots
- Right click > open to move
Calendar > Right click > move to same day list of available slots
Move to alternative date / therapist
Right click > open to move:
Current therapist chosen by default - nav calendar then times
Alternative therapist can be chosen - nav calendar then times
Give appointment spot to another person in the family - or another person
Open appointment > Client over-ride ? but need list of other family members ?
Does not currently find family members - like the POS screen does
And the session booking screen does
Note that the attendee may need to pay the balance of the session 
Client Duplicate Bookings
If a client online accidentally creates 2 bookings in their name, with 2 separate deposits and we need to update amend the booking by client name
Call the customer
Either delete or move one of these
Move to a different person who will have a seperate POS transaction at end of session