How to Edit/Cancel a Recurring Appointment Series in the Online Calendar

You asked, we listened! You can now edit or cancel a Recurring Appointment Series in the Cojilio Online Calendar.

How to: Edit a Recurring Appointment Series

Login to your Online Calendar

• Search for or click on the appointment for the client whose Recurring Appointment Series you wish to edit
• In the Appointment Details screen, the Recurring Appointment Series details will display
• Click the 3-dot icon beside the Recurring Appointment Series details to update the Recurring Appointment Series

• Click Update Series

Depending on your assigned Position Permissions, you have the ability to:

1. 1. Move appointment dates: If the client requests to move the Recurring Appointment Series to a different day.
      • For example: If you need to adjust a Recurring Appointment Series from Fridays to Thursdays, enter -1 to move back the appointment date

 

1. 1. Change the service: If the client requests to change the service for their Recurring Appointment Series.
      1. Note: This does not change the price or service length.

1.  
   1. Change the price: If you need to adjust the appointment price for all appointments for their Recurring Appointment Series.

1.  
   1. Change the start time: If the client requests to adjust the start time for all appointments for their Recurring Appointment Series.
      1. Note: This does not change the end time

1.  
   1. Change the end time: If you need to adjust the end time for all appointments for their Recurring Appointment Series.
      1. Note: This does not change the start time.

• Check the box(es) for the adjustments you want to make
• In the "Starting from" section, set the date for when the adjustments should take effect

• If you want the customer to receive an email notification about the adjustmentss, check "Send email notification to customer."

• Click Update Series to save your adjustments
• A success confirmation pop-up will display once the adjustments have been made

• The Recurring Appointment Series adjustments (date/time, staff) will display in the Appointment Details > Activity section

Note: If a staffs' assigned Position Permissions have "Reschedule appointments", "Edit appointments" or "Cancel appointments", this will affect what the staff can/cannot adjust in a Recurring Appointment Series.

How to: Cancel a Recurring Appointment Series

Login to your Online Calendar

• Search for or click on the appointment for the client whose Recurring Appointment Series you wish to cancel
• In the Appointment Details screen, the Recurring Appointment Series details will display
• Click the 3-dot icon beside the Recurring Appointment Series details to cancel the Recurring Appointment Series

• Click Cancel Series

• In the "Starting from" section, set the date for when the cancellation should take effect
• If you want the cancelled Recurring Appointment Series completely removed from the Online Calendar, check off "Remove appointments from calendar"
  • If this option is not selected, the Recurring Appointment Series will display in the Online Calendar as red (cancelled)
• If you want the customer to receive an email notification about the cancellation, check "Send email notification to customer."

• A success confirmation pop-up will display once the cancellation has been made

 

• The Recurring Appointment Series cancellation (date/time, staff) will display in the Appointment Details > Activity section

Note: If a staffs' assigned Position Permissions have "Reschedule appointments", "Edit appointments" or "Cancel appointments", this will affect what the staff can/cannot adjust in a Recurring Appointment Series.