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Reschedule or cancel an appointment

When to use this: a patient cannot make the booked time, needs a different doctor, or the visit should be cancelled entirely.

From the day board

  1. Open Appointments → Day board.
  2. Select the patient’s row — the detail pane opens on the right (desktop).
  3. Use Reschedule, Cancel, or Manage as needed.
Reschedule appointment dialog — new date and time picker
Reschedule — pick a new date and available slot without re-booking from scratch.

Reschedule

  1. Click Reschedule.
  2. Choose a new date and time slot on the calendar.
  3. Confirm — status returns to Scheduled or Confirmed with the new time.

Cancel

  1. Click Cancel.
  2. Enter an optional reason (patient request, no-show policy, doctor unavailable).
  3. Confirm — the row moves to Cancelled and drops off the active queue.

Manage

Manage updates booking metadata — chief complaint, booking type, or internal notes — without changing the slot.

Patient history

The same Reschedule and Cancel actions are available when viewing a patient under Appointments → Patient history.