If a customer needs to move an appointment, you can now create and copy a reschedule link right from the appointment record. That makes it simple to send the link by text, email, or chat so your customer can choose a new time without extra back-and-forth.

📌 Why This Matters

When someone needs to reschedule, every extra message can slow things down and increase the chance of a missed appointment. This feature helps you respond quickly by giving you a shareable reschedule link directly inside your CRM. Your customer does not need to dig through old emails or notifications to find the right link, which makes the process easier for both of you.

✨ What’s New

• Create a reschedule link from an existing appointment: Open the appointment and generate a link whenever a customer asks to change their time.
• See the link right away: The link appears as soon as it is created, so you can confirm it before sending.
• Copy it in one click: Quickly copy the link to your clipboard and paste it into the message channel you already use.
• Works for meetings and services: Use the same process across different appointment types in your CRM.
• Permission-based access: Team members without appointment permissions will not be able to generate the link, helping you keep scheduling controls in the right hands.

🛠️ How to Use It

1. Step 1: Open the appointment from wherever you manage bookings in your CRM.
2. Step 2: Click the Appointment Actions icon.
3. Step 3: Select Generate Reschedule Link.
4. Step 4: Click Copy Link once the link appears.
5. Step 5: Send the link to your customer by text, email, or message so they can choose a new time.

💡 Pro Tip

If you send the reschedule link as soon as a customer asks to change plans, you can fill open time slots faster and reduce lost revenue from no-shows.