To edit a new appointment, you must first navigate to the appointments in the sidebar. The appointments page is usually the default start page when you log in.

Please note that you can only edit appointments that you have created in the essentry dashboard. All appointments that were created via an external integration (Google Calendar, Microsoft Calendar) can only be edited on the respective external page.

To edit an appointment, first select it in the list of your appointments. As mentioned above, make sure that the appointment does not originate from an external integration but was created in the essentry dashboard.

In this detailed view, you can now review all the fields of the appointment and use the buttons next to each field to update the according to data.

How can I change the name, time or date?

To change any details like the name, description, time or date of an appointment, please click the "EDIT DETAILS" button. Any changes will automatically be sent out via email to all of the guests.

How to invite/uninvite guests?

You can also invite additional guests or uninvite previously invited guests.

To invite additional guests, please click the "ADD GUEST" button. On the new page, you can select all the guests which you would like to invite. Every new guest will automatically receive an invitation email.

To uninvite a guest, please click the red "x" button next to the guest and confirm it in the upcoming popup. The guest will automatically receive an email informing them about the cancellation of the event.

You can also resend invitation emails to either one or all guests on the guest list. Use the paper plane button next to each guest or click the "RESEND ALL INVITATIONS" button.

How can I cancel an appointment?

You can also cancel an appointment altogether. When you do so, every invited guest will automatically receive a cancellation email and every invitation becomes invalid. Please note, that this action is irreversible.

If you wish to cancel an appointment, please click the "CANCEL APPOINTMENT" button and confirm this action in the upcoming popup.

If you are a receptionist and need to edit appointments, please see the article How can I edit appointments as a receptionist

Updated September 05, 2024 12:33