Skip to content
Driive Help Center
Driive Help Center

Rescheduling an Appointment

Plans change. When a customer needs to move their appointment or your team's schedule shifts, Driive makes it easy to reschedule without losing any of the appointment's details, history, or assignments.


When you can reschedule

You can reschedule an appointment that is in the Scheduled or In Progress status. Appointments in other statuses (Requested, Needs Scheduled, Completed, Cancelled, Rejected) do not have a reschedule option because they either have not been scheduled yet or are already finalized.


How to reschedule

From the appointment detail page

  1. Open the appointment by clicking its card on the kanban board or its row in the list view.

  2. Click Reschedule on the status action card, or open the three-dot menu and select Reschedule.

  3. The Reschedule Appointment dialog opens.

From the list view

  1. Click the three-dot menu (...) on the appointment row.

  2. Select Reschedule.


Using the reschedule dialog

The reschedule dialog shows the current appointment time for reference and lets you pick a new date and time:

  1. Review the current time — The current appointment type, date, and time window are displayed at the top.

  2. Pick a new date — Click the date picker and select a new date from the calendar.

  3. Pick a new start time — Enter the new start time. The end time updates automatically based on the original appointment duration.

  4. Confirm — Click Reschedule to save the change.

The appointment stays in the Scheduled status with the new date and time.


What notifications are sent

When you reschedule an appointment:

  • The customer is notified via email and/or SMS (depending on your notification settings) with the updated date and time.

  • Assigned team members receive an updated calendar event.

  • An activity entry is recorded in the appointment's activity feed showing the old and new times.


Cancel-and-reschedule flow

In some cases, you may want to cancel the current appointment and create a fresh one rather than moving the existing appointment. This is useful when:

  • The appointment type is changing.

  • You want the customer to re-answer booking questions.

  • The original appointment has too much history and you want a clean start.

To do this:

  1. Cancel the existing appointment.

  2. Create a new appointment using quick book or send the customer a new booking link.


Tips

  • Duration is preserved. When you reschedule, the appointment keeps its original duration. If you need to change the duration, update it from the appointment detail page.

  • Check your team's availability. Before picking a new time in the reschedule dialog, consider checking the calendar to make sure the assigned team member is free.

  • Activity history is preserved. The reschedule is logged in the activity feed, so you always have a record of the original and new times.