Yes, Heallist allows both practitioners and clients to reschedule booked sessions. Important note: the rescheduling feature works only with Pending or Confirmed sessions. Here’s everything you need to know about how it works.
How the Reschedule Feature Works for Practitioners
1. Reschedule a Booked Session:
- To start, visit your Bookings page and find the session you want to reschedule. Under the Pending session tab, click the Reschedule button.
- More than 24 hours prior to the scheduled time: You can reschedule the appointment for any available date and time without any restrictions or fees.
- Less than 24 hours prior to the scheduled time: If the new proposed time is more than 7 days away, a refund and re-charge process is required. Please note, you’ll be responsible for any processing fees. To avoid this, try to select a closer date within the 7-day window.
2. Propose a New Time from Your Calendar:
- You can easily propose a new appointment time by selecting an available slot from your calendar within Heallist.
- You’re allowed to pick any date and time, even if it falls outside your usual availability hours, as long as there are no conflicting bookings. We recommend using our Messaging feature to contact the client before rescheduling, so you can agree on the new date and time and reduce rescheduling requests.
- Once rescheduled, the booking will appear as pending on your end for the client to confirm the new booking schedule.
3. Managing Calendar Conflicts:
- While Heallist allows flexibility in selecting new times, it will not allow you to propose times that conflict with other booked sessions on the Heallist platform.
- However, times marked as busy in your Google Calendar can still be selected if you feel they can accommodate a session.
4. Add a Note for Your Client:
- You can include a note explaining the reason for the reschedule, which will be visible to your client when they receive the reschedule request.
5. Notifications & Client Confirmation:
- Once you propose a new time, both you and your client will receive email notifications.
- The client must confirm the reschedule request you sent and the newly proposed time before it becomes final.
These changes give practitioners more control and flexibility, while ensuring clear communication and agreement with clients.
How the Reschedule Feature Works for Clients:
Follow these steps to reschedule your session:
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Click on the menu in the top right corner of the page and select Bookings from the dropdown menu.
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Locate the appointment you wish to reschedule. On the right side of the session listing, tap the View Details button.
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Under the session details, select Reschedule.
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Choose a new available date, time, and reason from your practitioner’s open calendar. Tap on Reschedule once you're done.
