This article covers how to reschedule or cancel a Keap™ appointment, both from within the Keap application and from the client-facing confirmation email. Both the Keap user and the client can initiate a reschedule or cancellation.

Reschedule an Appointment

Reschedule From the Keap Calendar

1. Select the appointment from the Keap calendar, then select Reschedule.

   

   The screenshot above shows the Reschedule button on the appointment detail view in the Keap calendar.

2. An email composer opens with pre-filled reschedule message text. Edit the message as needed, then select Send.

   

   The screenshot above shows the reschedule email composer with the pre-filled message and Send button.

Client-Initiated Reschedule

1. The client selects the Reschedule link at the bottom of their confirmation or reminder email.

   

   The screenshot above shows the Reschedule link in the client's appointment confirmation email. For more information about the booking page experience, see how clients book appointments through Keap.

2. The client is directed to the appointment booking page to select a new date and time.

3. After the client selects a new time, the appointment is updated and a reschedule confirmation email is sent to both the client and the Keap user.

   

   The screenshot above shows the reschedule confirmation email sent to both parties after the client selects a new time.

Cancel an Appointment

Client-Initiated Cancellation

When a client selects Cancel from their appointment email, they are directed to a confirmation page with options to confirm the cancellation or reschedule the appointment for an alternate time.

The screenshot above shows the client-facing cancellation confirmation page with the Cancel and Reschedule options.

Cancel From the Keap Calendar

1. Select the appointment from the Keap calendar, then select Cancel.

   

   The screenshot above shows the Cancel button on the appointment detail view in the Keap calendar.

2. A confirmation prompt appears. Confirm the cancellation to proceed.

   

   The screenshot above shows the cancellation confirmation prompt in Keap.

3. After confirmation, the appointment is removed from the Keap calendar and a cancellation email is sent to the client.

   

   The screenshot above shows the Keap calendar after the appointment has been cancelled and the client notification has been sent.

Frequently Asked Questions

What does this article cover?

This article covers how to reschedule or cancel a Keap appointment from within the Keap application and from the client-facing confirmation email. For help setting up appointment types, see how to set up Keap Appointments.

Is the client notified when an appointment is cancelled from within Keap?

Yes. When an appointment is cancelled from the Keap calendar, a cancellation email is automatically sent to the client.

Are both the client and the Keap user notified when an appointment is rescheduled?

Yes. When a client selects a new time through the booking page after a reschedule request, a confirmation email is sent to both the client and the Keap user with the updated appointment details.