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Reschedule / Edit a Booking

This user guide provides clear, step-by-step instructions on rescheduling or editing a booking. In our portal, the term "booking" is used to refer to appointments. Our portal offers two booking options: Express Booking for quick single-service scheduling and Advanced Booking for booking multiple services simultaneously.

Understanding Terminologies

Booking

A Booking refers to reserving a specific time slot for esthetic 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 appointment details. This booking process allows the Med SPA to manage its schedule efficiently, optimize resources, and provide a seamless experience for patients.

Reschedule a Booking (Appointment)

  1. Reschedule a Booking from the Bookings App
    1. The user can reschedule a booking through the ‘Bookings App’ accessible via three entry points.
      1. From the EMR Board Tabs, select “Bookings”.
      2. From the Left Navigation, click on the “EMR Board” dropdown and select “Bookings”.
      3. From the EMR Panel, click on “Bookings” under “EMR Board”.
      4. From the patient list in the Bookings App, click on three dots under the action column and select "Reschedule" for the specific patient.
  2. To reschedule your appointment, simply choose a new Date and Time, select an available time slot, and then click the 'Confirm' button to finalize the changes.
  3. Once the changes are confirmed, the Booking Details screen will show the new Date and Time for your appointment in the patient profile. The booking has been successfully rescheduled!
  4. Reschedule a Booking from the Patients App
    1. The user can reschedule a booking through the Patients App.
      1. From the EMR Board Tabs, click on ‘’Patients.’’
      2. From the patient list, click on three dots under the action column and select "View Patient Profile" for the specific patient.
      3. The Patient Profile opens to the Summary by default. Click on the 'Bookings' tab to continue.
        1. Click on three dots under the action column and select "Reschedule" for that specific patient.
  5. Update the Date and Time, select an available time slot, and then click the 'Confirm' button to finalize the changes. The booking has been successfully rescheduled!

Edit a Booking (Appointment)

  1. Edit a Booking from the Bookings App
    1. The user can edit a booking via Bookings App.
      1. From the patient list in the Bookings App, click on three dots under the action column and select "Edit" for the specific patient.
        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.
  2. Edit the booking details, make the desired changes and click on ‘’Update Booking.’’ The booking has been successfully edited!
  3. Edit a Booking from the Patients App
    1. The user can edit a booking through the Patients App.
      1. In the Patients App, select the patient profile you want to edit. Go to the Bookings tab, click the three dots in the action column, and choose 'Edit' for the specific booking.
    2. Edit the booking details, make the desired changes and click on ‘’Update Booking.’’
      The booking has been successfully edited!Note: Booking can also be edited by clicking the "Edit Booking" button in the top right corner of the View Booking Page.