Knowledge Base/Support Topics/Cancel, reschedule & review appointment details

How to reschedule an appointment

Nancy Phippins
posted this on December 04, 2010 15:57

How to reschedule an appointment

Sending out an invitation to reschedule is just like scheduling the original appointment. You send an invitation email to invitees that includes a reschedule button. Clicking the button brings an invitee to the TimeTrade web page that shows available time slots.

The option to send an invitation to reschedule is available within the context of canceling an appointment.

To send an invitation to reschedule:

  1. Login to your TimeTrade account.
  2. From the main dashboard, select the "appointment inbox" located on the left side of the dashboard window.
  3. Select the appointment you want to cancel so that it appears in the Selected Appointment details area.
  4. Once you have selected the appointment you wish to cancel, click the "Cancel this appointment" link. A cancellation notification window appears.
  5. Select the "Send a cancellation notice" check box and enter your message to the invitee (example: "Sorry, I have to cancel our appointment...").
  6. Click the check box next to "Include an invitation to reschedule" and enter a message about rescheduling the appointment (example: "If you would like to reschedule, click the button below and choose another time to meet with me.").
  7. If you'd like to review the email prior to sending, click "Preview Cancellation Email".
  8. Click Submit to cancel the appointment within TimeTrade and send the email to the invitee.

 

For example, suppose you have a scheduling conflict that causes you to have to cancel one or more appointments. If your TimeTrade account is  connected to your personal Google or Outlook Calendar, you first create busy time in MS-Outlook or Google Calendar covering the time when you will not be available, or you can remove this timeslot from your activity appointment availability in TimeTrade. This prevents others from scheduling appointments during this time.

In TimeTrade, select the booked appointment that needs to be canceled that coincides with the time you will be unavailable. TimeTrade generates a cancellation notification email to the invitee informing them that you have canceled their appointment and contains the option to ask them to reschedule as well.

 

Users who are not connected to a personal calendar (Outlook or Google) must cancel the booked appointment in TimeTrade where they can optionally send a cancellation notification to the invitee and offer the option for them to reschedule.

 

Comments latest first

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Michael McKeller

I agree with Susan. It would be EXTREMELY helpful to have that feature. Also, we link TimeTrade to Salesforce, and we want to reschedule the calls in Salesforce and have them update TimeTrade.

Thanks.

April 02, 2012 10:16
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Susan Falcone

It would be great if you could include a way for the inviter (me) to reschedule the appointment for the client. A lot of times we end up doing this via email and I want to just change their appointment time in TimeDriver so they get the correct reminder. Sending them a notice to reschedule after we have already done so is confusing to the client.

March 27, 2012 09:35
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Michelle Melendez

Why when I click details to cancel an appointment is the "cancel" button not there? Where is the cancel button?

 

THank you,

August 23, 2011 15:50