Edit a Booking
This guide provides step-by-step instructions for editing a booking, allowing you to modify service, provider, location, date, enabling seamless adjustments to meet patient needs without canceling and re-booking.
Understanding Terminologies
Booking
A booking refers to reserving a specific time slot for aesthetic and wellness procedures such as facials, chemical peels, injectables, or laser therapies. It typically involves selecting a time slot, specifying the type of service required, and confirming the booking details.
Edit a Booking from the EMR Board
- On the EMR Board, navigate to the “Scheduled” section, select the booking you want to edit, and click the “Edit” button.
- Edit the booking details by making the desired changes and click on ‘’Update Booking.’’
The booking has been successfully edited!
Edit a Booking from the Bookings List Screen
- The user can edit a booking through the Bookings List Screen accessible from two entry points.
- From the bookings list, click on three dots under the action column and select "Edit" for the specific booking.
Note: Editing a booking lets you modify details such as services, notes, date, and time, whereas rescheduling a booking specifically adjusts the appointment’s date and/or time while keeping other details unchanged. - Edit the booking details by making the desired changes and click on ‘’Update Booking.’’
The booking has been successfully edited!
Edit a Booking from the Patient Profile
- The user can edit a booking through the patient profile accessible from two entry points.
- To view a specific patient from the list, click the three dots under the action column and select "View Patient Profile," or simply click anywhere on the patient’s data.
- On the Patient Information Screen, users can view a comprehensive overview of the patient’s information. To modify an upcoming appointment, click “Edit Booking.”
- Another way to edit a booking is via the Bookings tab in the patient profile. On the Patient Information screen, click “Bookings” tab to view all the patient’s appointments.
- Click on three dots under the action column and select "Edit" for the specific booking.
- Edit the booking details by making the desired changes and click on ‘’Update Booking.’’
The booking has been successfully edited!
Edit a Booking from the View Booking Screen
- To view a specific booking from the list, click the three dots under the action column and select "View," or simply click anywhere on the booking’s data.
- On the View Booking Screen, hover over the “Actions” menu on the right side of the screen and click “Edit Booking.”
- Edit the booking details, make the desired changes and click on ‘’Update Booking.’’
The booking has been successfully edited!