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> Reschedule an appointment

23 July 2020
Categories
Edit routes, Route optimization
Tags

Support > Route optimization > reschedule an appointment

  Reschedule an appointment

There are several possibilities to reschedule an appointment to a new date. Just follow the steps below:

From the “Agenda” tab

Note: Some changes will require to reoptimize routes by clicking on the “Re-optimize routes” button.

1
Go to the “Agenda” tab of the “Organize” module.
2
Select the date on which the appointment was planned using the date picker in the top left-hand corner.

3
Identify the appointment to reschedule.
4
Double-click on this appointment.
5
Click on “…” in the top right-hand corner of the window.
6
Click on “Reschedule”.

7
Fill in the “Order details” and define the “Period for searching availabilities”.
8
Click on the blue “Search availabilities” button.

9
Select a date and click on the green “Save the appointment” button.

Note: The message “The appointment was successfully rescheduled” is visible for a few seconds in the top right-hand corner of the screen and indicates that the appointment has been rescheduled.

Note: Rescheduled appointments are not assigned to routes. From the “Map” tab, you can select the date on which you rescheduled the appointment via the date picker in the top left-hand corner and then click on “Build routes” or “Re-optimize routes”.

From the “Map” tab

1
Go to the “Map” tab of the “Organize” module.
2
Select the date on which the appointment was scheduled using the date picker in the top left-hand corner.
3
Identify the appointment to reschedule.
4
Click on this appointment to display the details.
5
From the window, click on “…” and “Reschedule”.

6
Fill in the “Order details” and define the “Period for searching availabilities”.
7
Click on the blue “Search availabilities” button.

8
Select a date and click on the green “Save the appointment” button.

From the “Routes” tab

1
Go to the “Routes” tab of the “Organize” module.
2
Select the date on which the appointment was scheduled using the date picker in the top left-hand corner.
3
Identify the route within which the appointment to be rescheduled is planned.
4
For this route, click on “…” and “More details”.

5
From the list of appointments, identify the appointment to reschedule.
6
For this appointment, click on “…” and “Reschedule”.

7
Fill in the “Order details” and define the “Period for searching availabilities”.
8
Click on the blue “Search availabilities” button.

9
Select a date and click on the green “Save the appointment” button.

From the “Plan orders” tab

1
Go to the “Plan orders” tab of the “Organize” module.
2
Select the date on which the appointment was scheduled using the date picker in the top left-hand corner.
3
Identify the appointment to reschedule.
4
For this appointment, click on “…” and “Reschedule”.

5
Fill in the “Order details” and define the “Period for searching availabilities”.
6
Click on the blue “Search availabilities” button.

7
Select a date and click on the green “Save the appointment” button.

Related articles 🔍

> Edit the order details
> Carry out the same action for several orders from the “Plan orders” tab
> Unplan several appointments from the “Map” tab
> Assign an appointment to another agent with drag and drop
> Change the order in which appointments are completed within a route
> Unplan a route
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    •       

    • Enterprise

      • Privacy Policy
      • Terms of service
    • Product

      • Appointment scheduling
      • Route optimization
      • Field workers tracking
      • Push notifications
      • Service reports
      • Route reporting
      • Online booking site New

      • Pricing
    • Integrations
      • WooCommerce

      • Prestashop

      • Zapier New

      • Google Calendar

    • Solutions

      • Parcel delivery
      • Fresh produce delivery
      • Merchandise delivery
      • Fuel and gas delivery
      • Equipment installation
      • Repair and maintenance
      • Cleaning service
      • Home healthcare
    • Definitions

      • Route optimisation
      • Route optimisation software
      • Route optimization benefits
      • Route planner
      • Transport software
      • Field service management
    • Resources

      • Blog
      • Testimonials
      • Help center
      • API Rest
      • Contact us