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. Set the new appointment time. Click on the date section to open the calendar and select the day and click on the time section to choose the hour.
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.
5. Click the green Update & send inv. button.
You will see a Changes saved message at the top of the screen - the appointment time is now updated.