Editing appointments
Reschedule, change services, swap staff, apply discounts, add notes, everything you can do to an existing booking
Editing appointments
Plans change. Customers reschedule, prices adjust, staff swap shifts. This article covers every way you can modify an existing appointment.
Opening an Appointment
Click on any appointment card on the calendar to open the appointment slide panel.
Appointment Overview Panel
When you click an appointment, a slide panel opens showing:
- Customer info - Name, phone, email, and quick actions
- Services list - All booked services with time range, duration, staff name, and resource
- Add-ons - Any add-ons attached to services (grouped by type, e.g., "4x Addon Name +120 Ft")
- Extra time - Processing time, blocked time before/after indicators
- Service questions - Collapsible section with question answers (collapsed by default)
- Forms - Linked forms with completion status
- Notes - Customer and appointment notes
- Payment policy - Deposit / no-deposit selection
- Payment - Total price and checkout options
Service Cards in the Overview
Each service card in the appointment panel shows:
- Service name (with package badge if from a package)
- Time range (e.g., 09:00 - 10:00)
- Duration (e.g., 60 perc)
- Staff name
- Resource (equipment icon with name, in teal, if assigned)
- Add-ons (purple badges showing quantity, name, duration, and price)
- Extra time indicators (blocked time before/after, processing time)
- Availability warnings (amber/red if staff has conflicts)
- Staff assignment warning (if the assigned staff doesn't provide this service)
Editing Services
Opening the Service Editor
- Click on any service card in the appointment panel
- The Edit Service panel slides open
What You Can Edit
Service Selection:
- Change to a different service
- Search services by name
- Filter by category
Start Time:
- Pick a new start time from the dropdown
- 5-minute intervals for precise scheduling
- Availability dots show green (available), amber (conflict), or red (unavailable) based on the selected staff member's schedule
Duration:
- Adjust the service duration using + / - buttons
- Duration changes in 5-minute increments
- The end time updates automatically
Staff Assignment:
- Reassign to another team member from the dropdown
- Staff-specific availability is loaded when you change staff
- A warning appears if the selected staff doesn't provide this service
Resource Assignment:
- Select a room or piece of equipment from the dropdown
- Only resources linked to the service are shown
- Resource name appears on the service card and calendar appointment card
Price & Discounts:
- View the original service price
- Apply a discount (manual percentage or fixed amount)
- Choose from predefined discounts configured in your settings
- See the final calculated price
Extra Time Options
Within the service editor, click "Extra idő hozzáadása" (Add extra time) to add additional time blocks:
| Type | Description |
|---|---|
| Processing time | Time when the service is processing without staff (e.g., hair color developing). Staff can serve other clients during this time. |
| Blocked time before | Buffer time before the appointment starts (e.g., room preparation). Prevents back-to-back bookings. |
| Blocked time after | Buffer time after the appointment ends (e.g., clean-up time). Gives breathing room between clients. |
Each extra time type:
- Adjustable with + / - buttons in 5-minute increments
- Shows as an indicator on the service card
- Included in total duration calculation
- Affects availability and prevents overlapping bookings
Editing Add-ons
Add-ons can be edited when you open a service for editing.
Existing Add-ons Section
At the bottom of the service edit panel, you'll see the Service add-ons section showing all attached add-ons.
Add-on Actions Menu
Click the three dots (⋮) menu on any add-on to access:
- Edit - Open the add-on editor
- Remove - Delete the add-on from this service
The menu opens upward to avoid being clipped by the panel boundary.
Add-on Edit Modal
The edit modal lets you adjust:
| Field | Description |
|---|---|
| Duration | Adjust time in 5-minute increments using + / - buttons |
| Quantity | Increase or decrease the quantity (e.g., 4x) |
| Price | View and modify the price per unit |
| Discount | Apply percentage or fixed discount |
Adding New Add-ons
If the service has linked add-on groups, a "Kiegészítő hozzáadása" (Add add-on) button appears below the existing add-ons:
- Click the button to open the Add-ons Selection Panel
- Browse available add-on groups for this specific service
- Select add-ons and adjust quantity
- Click Done: new add-ons are appended to the existing list
Quantity Display
Same add-ons are grouped and displayed with a quantity prefix:
- 4x Gel Polish +120 Ft instead of showing 4 separate items
- Total price reflects quantity × unit price
Saving Add-on Changes
Click Apply to save add-on changes. The service panel updates to show the new totals.
Quick Status Changes
From the appointment panel, you can quickly change status:
- Click the status badge to open the status dropdown
- Select the new status
- Changes save automatically
Available Statuses
- Booked - Initial booking (blue)
- Confirmed - Customer confirmed (green)
- Arrived - Customer has arrived (yellow)
- Started - Service in progress (purple)
- Completed - Service finished (green)
- No-show - Customer didn't show (red)
- Cancelled - Appointment cancelled (gray)
Date & Time Changes
Changing Start Time
- Open the appointment panel
- Click on the time display
- Select a new time from the dropdown
- The end time adjusts automatically based on total duration
Changing Date
- Click the date in the appointment panel
- Use the date picker to select a new date
- Confirm the change
Drag & Drop (Calendar)
You can also drag appointments on the calendar:
- Click and hold an appointment card
- Drag to a new time slot or staff column
- Release to move the appointment
Staff Reassignment
To change the assigned staff member:
- Open the appointment or service edit panel
- Click on the staff name/avatar
- Select a new team member from the dropdown
- Staff-specific availability loads automatically
- Save your changes
Resource Assignment
To assign or change a resource:
- Open the service edit panel
- Find the Resource dropdown
- Select from available resources linked to this service
- The resource name appears:
- On the service card in the appointment panel (with equipment icon)
- On the calendar appointment card (teal text with equipment icon)
- In the hover tooltip on the calendar
Adding & Removing Services
Adding a New Service
- Click "Szolgáltatás hozzáadása" (Add service) button
- Select a service from the menu
- Choose staff and configure options
- The new service is added to the booking
Removing a Service
- Hover over a service card
- Click the trash icon that appears
- The service is removed from the booking
Multi-Service Display
Each service shows its calculated start time based on the total duration of preceding services (including add-ons, processing time, and blocked time).
Adding Notes
Customer Notes
Customer notes are visible across all their appointments:
- Click Add note in the customer section
- Type your note and save
- Notes marked as "Staff Alert" show as warnings
Appointment Notes
Internal notes specific to this appointment:
- Click in the notes field
- Type any relevant information
- Notes are saved with the appointment
Service Questions
If the booked services have custom questions:
- A collapsible "Szolgáltatás kérdések" section appears
- The section is collapsed by default: click to expand
- Shows the question count (e.g., "(2)")
- View and edit answers for text, yes/no, choice, number, and date questions
- Answers are saved with the appointment
Deleting an Appointment
To delete an appointment:
- Open the appointment panel
- Click the Delete or trash icon button
- Confirm the deletion
Note: Deleted appointments cannot be recovered. If the appointment used a package session, the session will be restored to the customer's package.
Changes Detection
The appointment panel tracks all modifications:
- A "Changes detected" indicator appears when you have unsaved changes
- The Save button becomes active
- Click Save to persist all changes at once
- Click Cancel to discard all changes
Use case scenarios
Scenario 1: Customer reschedule
Anna calls: "Can I move my Tuesday 14:00 to Wednesday 15:00?" Open the appointment, change date and time, save. The system rebooks, sends a reschedule email, releases the original slot. 30 seconds.
Scenario 2: Service swap
Customer arrives for a haircut, decides she also wants a color. The receptionist opens the booking, clicks "Add service", picks Color, picks the colorist, the system adjusts the timing. The customer leaves with both done.
Scenario 3: Staff swap mid-day
A stylist calls in sick at noon. The manager opens each of her remaining bookings, swaps the staff to a free colleague, saves. The customers don't even notice.
Scenario 4: Discount on a complaint
Customer wasn't happy last visit, the salon promises a 20% discount today. The receptionist opens the booking, applies a discount on the service, saves. The reduced price is on the bill at checkout.
Scenario 5: Adjust duration on the fly
Booked for 60 minutes but the service runs short. The stylist asks reception to shrink the booking to 45 minutes so the next customer can move up. Reception opens, changes duration, saves. The next booking auto-shifts.
Tips
- Edit services inline: click any service in the appointment panel to open its editor without leaving the booking.
- Watch the "Changes detected" banner: if you have unsaved changes, the system warns before close. Don't lose work by accident.
- Resource conflicts trigger warnings: if you reassign to staff or a resource that's already booked elsewhere, a red warning shows. Read it before saving.
- Use the customer panel: before applying a discount or doing a swap, glance at her history. Big spender? VIP? Treat accordingly.
- Escape to cancel: pressing Escape closes the panel without saving. Saves time when you opened the wrong booking.