Appointments & Scheduling

Rescheduling & Cancelling Appointments

Doctors, Front desk appointments reschedule cancel refund no-show

Existing appointments can be moved to a new time or cancelled directly from the Appointments calendar, with an optional refund workflow for cancellations tied to a paid invoice.

Rescheduling

  1. Open the appointment from the calendar.
  2. Choose Reschedule — this opens the booking form pre-filled with the same patient/doctor.
  3. Pick a new date/time (optionally add a reason for rescheduling).
  4. Confirm — the original slot is released and the new one is booked.

Cancelling

  1. Open the appointment.
  2. Choose Cancel.
  3. If the appointment had an associated payment, a refund modal lets you issue a refund as part of cancellation.
  4. Confirm the cancellation.

No-shows

Appointments that pass their scheduled time without being marked completed or cancelled are automatically flagged as no-show on the calendar.

Common issues & fixes

only appears if there's a linked paid invoice; unpaid appointments cancel without a refund step.
completed sessions are locked from further schedule changes; create a new appointment instead.
front desk/doctor should manually mark it completed as soon as possible to avoid the automatic flag.

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