Change an appointment

💡 Tip

Update the status at the right moment (Received when the pet arrives, In service when it starts, Delivered when it leaves): this keeps the calendar true to the operation and makes the reports and Dashboard add up.

Everything you do to an already-created appointment happens in its details window. To open it, click the appointment’s card on the Calendar.

Escola tecpet · T3 · Alterar, remarcar e encaixar

The details window

The window shows, on one side, the status flow and, on the other, the visit blocks: Customer, Pet, Date & Time, Box, Pickup & delivery, Services, Checklist, Invoice and Pet Care. Each block has its own action button.

Change the status

In the left column, click the status the visit moved to:

• Scheduled → Confirmed → Received → In Service → Finished → Delivered, or Cancelled.

The card moves to the matching column on the Calendar instantly. That’s how the team tracks where each pet is.

Reschedule (date and time)

In the Date & Time block, click Reschedule to pick a new date and time without redoing the appointment. (If the visit was squeezed in, it shows the ENCAIXE tag.)

Change services and add an extra

In the Services block, click Change. Two options appear:

• Add squeeze-in: quickly adds an extra visit to that same pet/time;
• Edit & reschedule: reopens the appointment wizard so you can add or remove services, change combos and adjust date/time.

Use Add squeeze-in for a quick extra and Edit & reschedule when you need deeper changes.

On your phone

For Grooming and Clinic, on a phone, the details window actions open the same step screen as the new appointment on a phone, with only the steps that matter for each change:

• Reschedule: When → Confirm. Pick the new day and time and confirm.
• Add squeeze-in: What → Confirm. Services and combos already in the appointment leave the list and show up in the Já no agendamento (already in the appointment) group, which can’t be changed here. The button only unlocks when you select something new.
• Edit & reschedule: What → When → Confirm. If you change the services, the time is picked again and the chosen day is kept.

In Confirm, the total already accounts for the discount on the appointment’s invoice. After saving, Ver na agenda opens the calendar on the appointment day.

Box and Pickup & delivery

The Box and Pickup & delivery blocks each have a Change button: set the pet’s box/kennel and enable or adjust the transport (pickup and drop-off) for that visit.

Other actions in the window

Still in the window you can:

• Invoice, View or Send the charge via WhatsApp;
• Checklist: View the visit’s checklist;
• Pet Care, View the pet’s chart;
• Gallery: visit photos;
• View pending items and the customer’s WhatsApp shortcut;
• Print the sheet.

To create an appointment from scratch, see Create an appointment; to understand the screen, see Understanding the Calendar.

⚠️ Heads up

Add squeeze-in and Edit & reschedule are different: the squeeze-in quickly adds an extra visit; edit & reschedule reopens the wizard to change the services, date and details of the current appointment. Both ways of fitting a booking in, and who performs the added service, are in Overbooking and blocking overbooking.