By using the dashboard
1. Go to the dashboard and select the case you want to reschedule from your case list.
2. Click the icon next to the appointment date.
3. Choose when the appointment should start and finish. To change the day, click the icon, and to change the time, click the
icon:
4. Choose if you want to send your customer an invitation to the new meeting. You can send both an SMS and an email invitation or just one of them.
- If you already have the customer's phone number or email address in your case details, the invitations will be automatically on. Use the switches to choose which messages you want to send:
- If you do not have the customer’s contact information in the case details, enter it manually to send an invitation.
You can also change the language of the invitation message by clicking the flag icon and selecting a new one from the list:
5. Click the green Save & send invitation button - you will see that the time of the appointment is now updated.
By using the calendar
1. Open the calendar by clicking its icon at the bottom left corner of the dashboard page or by using this link.
2. Find the appointment you want to reschedule. Double click on it, or click it and select the
icon:
3. Choose when the appointment should start and finish. To change the day, click the icon, and to change the time, click the
icon:
4. Choose if you want to send your customer an invitation to the new meeting. You can send both an SMS and an email invitation or just one of them.
- If you already have the customer's phone number or email address in your case details, the invitations will be automatically on. Use the switches to choose which messages you want to send:
- If you do not have the customer’s contact information in the case details, enter it manually to send an invitation.
You can also change the language of the invitation message by clicking the flag icon and selecting a new one from the list:
5. Click the green Save & send invitation button - you will see that the time of the appointment is now updated.