# Edit an appointment in Roc Services

Roc Services web portal

> **Note:** The steps in this article apply only to the web app.

You can use Roc Services to edit the details of an appointment that you haven't yet completed or canceled.

You can't do the following actions when you edit an appointment:

- Change the assigned customer.
- Convert a recurring appointment into a one-time appointment.
- Assign an existing invoice if you have configured the appointment to generate a new invoice.

To edit an appointment, complete the following steps:

1. [Edit the appointment](https://support.payroc.com/en-US/core-products/roc-services/web-portal/appointments/edit-an-appointment.md#step-1-edit-the-appointment-0).
2. [Review the appointment](https://support.payroc.com/en-US/core-products/roc-services/web-portal/appointments/edit-an-appointment.md#step-2-review-the-appointment-1).

## Step 1. Edit the appointment 

1. Log in to [https://services.rocpos.com/](https://services.rocpos.com/).
2. On the side menu, select **Schedule**.
3. Locate the appointment that you want to edit.
4. Select **Edit Details**.
5. Edit the appointment details.

## Step 2. Review the appointment 

The steps that you need to follow depend on whether the appointment includes an estimate or the appointment is linked to an existing invoice.

### Appointment includes an estimate 

If you have an appointment that includes an estimate, complete one of the following actions:

- To save the appointment without sending the estimate and appointment notification, select **Save**.
- To send the estimate and appointment notification, complete the following steps:
   1. Select **Send Estimate/Appointment**.
   2. Specify an arrival window of up to three hours from the start time of the appointment.
   3. Select **Next**.
   4. Review the notification content.
   5. Select **Send**.
- To send only the appointment notification, complete the following steps:
   1. Select **Notify**.
   2. Specify an arrival window of up to three hours from the start time of the appointment.
   3. Select **Save**.
   4. Review the notification content.
   5. Select **Send**.

### Appointment is linked to an existing invoice 

If you have an appointment that is linked to an existing invoice, complete one of the following actions:

- To save the appointment without sending the invoice and appointment notification, select **Save**.
- To send the invoice and appointment notification, complete the following steps:
   1. Select **Save & Send**.
   2. Specify an arrival window of up to three hours from the start time of the appointment.
   3. Select **Next**.
   4. Review the notification content.
   5. Select **Send**.

## Related articles

- [View an appointment in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/appointments/view-an-appointment.md)
- [View a customer's appointments in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/appointments/view-a-customers-appointments.md)

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From [Payroc Support](https://support.payroc.com/en-US/core-products/roc-services/web-portal/appointments/edit-an-appointment). Every page is listed in [llms.txt](https://support.payroc.com/llms.txt).