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Editing One Appointment in a Recurring Service
Editing One Appointment in a Recurring Service

Learn to edit a single appointment from a recurring service without affecting the future appointments.

Amar Ghose avatar
Written by Amar Ghose
Updated over 2 weeks ago

There are a couple of ways for you to edit an appointment from a recurring service series:

Through Scheduling View

  • Locate the Scheduling icon and select the scheduling view of your preference.

  • Locate the appointment you want to edit out and click on it.

  • On the pop-up window showing the appointment details, click on Actions > Manage recurring service OR locate the Edit recurring service button right next to the frequency.

Through Contacts

  • Locate the contact icon and go to All Contacts.

  • Find your customer using the search bar and click their name.

  • On their contact profile page scroll down until the Scheduled Services section and click on 'Manage Recurring Service'.

Manage Recurring Service Page

  • Either option you choose will get you to the Manage Recurring Service page.

  • Here you can change several aspects from the recurring service but for this article you need to scroll down to the Cleanings scheduled for this recurring service section.

  • You'll see all the upcoming appointments for the next 6 months. Locate the one you need to edit and click on the Edit button.

  • A pop-up window to edit the appointment will appear. Make sure to do all the necessary changes and hit the save button before closing this window.


Additional Notes

  • Using this method will only affect the selected appointment. If you need to update the frequency of a recurring service instead, visit this article.

  • You have to make sure to save the changes, otherwise, the appointment will remain the same.

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