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Reschedule an Existing Booking

An authorized administrator can reschedule an existing booking in DayTidy Free. This moves its reservation details while retaining the booking identity and payment context. Customer self-rescheduling is not provided by the customer portal.

Confirm the requested new time with the customer. Open the existing booking, read its current status and sessions, and check its ticket/service quantities and resource requirements. Do not use rescheduling to collect an additional charge or automatically refund a price difference.

By default, rescheduling accepts Pending, Confirmed, and Expired bookings. A successful move of an Expired booking changes it to Confirmed and reserves capacity at the replacement time. Check this reactivation with the customer before saving. Cancelled, Declined, Completed, and Failed bookings are not eligible by default.

  1. Open DayTidy → Bookings and select the existing record.
  2. Open its Reschedule section.
  3. Choose the replacement date/time or sessions available for that booking method.
  4. Review the resource controls when shown. Auto / no resource follows the applicable service rules; it does not grant permission to bypass a required resource.
  5. Read the refreshed availability and validation feedback.
  6. Add an Internal Note explaining the customer’s request or operational reason.
  7. Review Send reschedule notification. Enable it only when the intended recipients and templates are ready.
  8. Select Reschedule Booking, then verify the saved record rather than relying on the selected values alone.

The booking reference should still identify the same reservation. Check the replacement sessions and resources, unchanged customer/option context, payment information, and booking status. An Expired booking should now be Confirmed; do not assume the move preserves that expired state. Inspect the public old and new times: capacity changes depend on the booking’s reserving state and the applicable option/resource rules.

If the customer has a calendar subscription, its client controls when the changed event becomes visible. That delay is separate from saving the new booking time.

A customer asks to move a single appointment from Tuesday to Thursday. Open the existing booking and choose an eligible Thursday session. If the chosen provider is unavailable then, select an allowed available provider or agree another time. Save the move, reopen the record, and confirm Thursday is now attached to the original booking. Reconcile any commercial adjustment separately.

Read the reported problem before retrying. A session can fail because of option quantity, inactive or ineligible resources, working hours, exceptions, occupied capacity, or buffers. Use availability troubleshooting to identify the blocking rule. If the reservation state does not permit a move, investigate that state rather than cycling through unrelated statuses to force the action.

Cancellation is a separate workflow; see customer access and cancellation and booking statuses.