Moving a client's appointment to another time

When a client books through your appointment page, anyone on your team can move it to another time. The meeting keeps its join link and its calendar invite, so there is nothing to rebook.

Where to find it

Open the appointment from the Calendar screen, or go to Company, then Bookings. A confirmed appointment that hasn't started yet shows Reschedule next to Cancel appointment.

Times are shown in the time zone of the person the appointment is with (the host), and the zone is named at the top.

Two ways to pick a time

• Suggested times: the host's free times on that appointment page, worked out the same way as when a client books. Pick one and confirm.

• Another time: any date and time, in 5-minute steps. Marketli checks it and tells you about anything worth knowing before you confirm, for example:

  • it is outside the host's working hours
  • the host has something else in their calendar then
  • it is very close to another appointment
  • that day is already as full as the page allows
  • it is sooner than the page's minimum notice, or further ahead than it takes bookings
  • it is very early or very late in the client's own time zone

  These are warnings only: you can still move it. A time off the page's usual grid (for example 9:05 on a page that offers every 30 minutes) can leave a gap that no client can book.

Some things always stop a move: a time in the past or less than 5 minutes away, a time more than a year ahead, or a time when the host already has another appointment.

What happens when you confirm

1. The appointment moves in Marketli and the calendar invite moves with it, so the client's calendar updates.
2. The client gets an email, Your appointment has moved, from the host's own connected mailbox. It shows the new time in their time zone, with their link to reschedule or cancel.
3. Reminders follow the new time. If you move an appointment to very soon, reminders that would have gone out earlier are skipped rather than sent late.
4. The host is told in Marketli and by email, unless they moved it themselves.

The message after you confirm tells you exactly what happened, including when the invite could not be updated or the email could not be sent, so you know whether to contact the client yourself.

If the client declines the new time in their calendar, the appointment is cancelled and the host is told that the new time was declined.

When it can't be moved

If the host's calendar is no longer connected, they have no working hours set, or they are no longer on that appointment page, the appointment can't be moved. Marketli says which, and you can cancel it and ask the client to book again.

An appointment can be moved by your team up to 3 times a day.