Appointment Reschedule Workflow
Verify Client & Profile
Verify studio and make sure you have the right one pulled up
Verify name/number on profile to ensure correct client
Pull up profile and make any changes from the profile, not the schedule
Does client have multiple appts booked? Confirm which appts need to be modified
What would the client like to do?
Reschedule
Cancel
Reschedule Steps
Advise of fee if applicable & charge fee
Advise of MLA fee if applicable
If appointment rescheduled, recap appt date, time, service, LA, and studio location
Remind no makeup
Remind of late cancel/change policy
Check to ensure original appt was canceled
Disposition Call
Cancel Steps
Cancel Appt from the profile
Advise of fee if applicable & charge fee
Disposition Call
NEW CALL