Reschedule an Appointment

This help article describes how to reschedule an appointment. This could involve changing the Location, Time, Date, or Service offered. If you are a Provider Administrator, it is also possible to reassign the appointment to a different Caseworker.

Video

Reschedule an appointment (right click to open video in a new window).

 Instructions

1. Login to your FindYourAlly account.

2. Navigate into the Booking that needs to be rescheduled or adjusted.

   1. Select Bookings from the left menu.

      

   2. Click on the Booking ID to edit the booking.

3. If the Location needs to be changed, that should be the first adjustment. To change the Location, select a different Location from the dropdown menu

   

4. To change the date or time select the new day and time from the Date & Time area

   

5. To change the Service and/or Caseworker, first Remove the existing Service and Caseworker by clicking on the Remove button.

   

6. Add the revised Service and Caseworker. Be cautious as Caseworker Availability can be over-ridden with a manual edit.

   
7. 

   Save the adjustments by clicking on Update

8. An email and text message will automatically be sent to the client letting them know the appointment was modified unless the Do not notify client checkbox is checked.