Ensure that you have access to the Client page or Diary in Rehab Guru, and have upcoming appointments scheduled.
In Rehab Guru, you can change or cancel existing appointments from both the client’s profile or the diary page. This guide will walk you through both processes.
Step 1: Changing or Cancelling an Appointment from the Client’s Page
Navigate to the Clients page and click View next to the client whose appointment you want to change or cancel.
In the client’s profile, click on the Appointments tab from the left-hand menu. You will see a list of upcoming appointments.
To change or cancel an appointment, click on the three vertical dots (the Actions button) next to the appointment. This will open a menu with options to view details, change the time, or cancel the appointment.
Accessing options to change or cancel an appointment
To cancel the appointment, click on Cancel. A confirmation pop-up will appear asking if you want to cancel the appointment. Click Confirm to cancel it.
To change the appointment time, click Change Time. The Reschedule Hours pop-up will appear, allowing you to choose a new day and time. You can either select from the available automated options or create a custom time by entering the specific hours and minutes.
Rescheduling the appointment by choosing a new time or setting custom hours
After selecting the new time, click Set Custom Appointment Time and then Update Hours to confirm the change.
Step 2: Changing or Cancelling an Appointment from the Diary Page
Navigate to the Diary page to find the appointment you wish to change or cancel. Click on the specific appointment.
Selecting an appointment from the Diary page
To cancel the appointment, click Cancel and confirm the cancellation by clicking Confirm.
To reschedule the appointment, click on Reschedule. The Reschedule Hours pop-up will appear, allowing you to select a new time or create a custom appointment time, just as you would on the client’s page.
Rescheduling an appointment from the Diary page
By following these steps, you can easily change or cancel appointments for your clients in Rehab Guru, ensuring smooth and flexible scheduling.