Edit an appointment

Table of Contents

Step 1. Edit the appointment Step 2. Review the appointment Appointment includes an estimate Appointment is linked to an existing invoice

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:

Step 1. Edit 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.

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.

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.