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How Does a Prospective Client Reschedule an Appointment Using Clio Scheduler?

Objective:

  • prospective client wants to reschedule a meeting using Clio Scheduler
  • How can a prospective client reschedule their appointment?

Environment:

  • Clio Grow

Additional Information:

  • For more information on Clio Scheduler, click here
  • Please note: if the prospective client is rescheduling a paid appointment, the payment received will not be affected and they will not be required to re-enter payment information when rescheduling.  
  • When the event/appointment is rescheduled by the prospective client, this would in turn change the time and date of the appointment in the Clio Manage calendar.   

Procedure:

1. The prospective client can click on the “Reschedule” button in the confirmation email, this will re-open the Scheduler.

2. The prospective client will see appointment details of their previous appointment in a blue box next to the date & time picker.

Screen_Shot_2019-10-21_at_11.41.39_AM.png

3. The prospective client can pick a new date and/or time the same way they booked their first appointment.

Screen_Shot_2019-10-21_at_11.41.49_AM.png

4. Once they’ve selected a new date & time, the prospective client will see:

    1. The new date & time selected;
    2. the previous date & time crossed out; and
    3. a text box to provide a reason for the change.

Screen_Shot_2019-10-21_at_11.42.49_AM.png
5. After the prospective client clicks the “Reschedule appointment” button they will see the confirmation screen.

6. Both the prospect and the appointment host will receive a confirmation email with the updated date/time.

 

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