Edit, move, reassign, cancel or archive a booking
Change intended fields and verify the result and retained history.
For: Business · authorized Staff · Independent Professional. Open: Calendar/list → appointment details.
Appointment detail and editing
Open a booking from calendar/list. Summary includes service, Staff, location, date/time, status and permitted financial information. Historical snapshots are retained when catalog prices or assignments later change.
Business controls allow edit customer/service/location/extras, move date/time, reassign eligible Staff and change status. Staff's permitted fields are combined in one Edit appointment card, prepopulated with current values, one audit reason and one Save. Unchanged values may remain unchanged. Not every Staff account is permitted to edit/move/reassign.
- Open the current booking, not an old tab.
- Change only intended fields. Use the displayed timezone when entering local date/time.
- Enter an accurate audit reason where requested and Save.
- Confirm success, reload, and check calendar/list/history. A failed combined Staff save rolls all requested changes back.
Stale version, unavailable service/Staff/location, incompatible extras, DST-invalid time, conflict, insufficient permission or restricted subscription can reject the change. Reload and resolve the cause; do not repeatedly submit unchanged invalid data.
Status, deposits and history
| Action | Meaning / effect |
|---|---|
| Approved | Valid booking consumes Staff capacity immediately; not proof of payment. |
| Completed / No show | Records operational outcome; completion is the income-report inclusion rule. Ordinary transitions do not silently undo terminal history. |
| Cancelled / Rejected | Releases the active claim; the slot reappears only if the underlying published schedules/rules still allow it. |
| Reapprove | Revalidates current compatibility and availability before reacquiring capacity; can fail if no longer available. |
| Archive / restore | Changes visibility, retains history; does not itself change capacity. |
| Deposit Paid / Waived / Refunded / Unpaid | Separate permitted manual financial record, with audit/correction rules. Never changes appointment capacity. |
The five-hour unpaid-deposit deadline creates a warning only. Staff checks proof externally and decides any permitted cancellation/rejection; Reserva does not read proof emails or automatically cancel overdue deposits. Record actual payments/refunds, not amounts merely due. Booking/deposit histories appear beneath editing controls. Notifications are queued through the existing outbox when applicable; email delivery can fail independently of a successful booking save.
Staff combined save
Edit appointment is prefilled with the existing customer/service/location/extras/start/Staff/status. Keep unchanged values, enter one accurate audit reason and Save appointment. All requested Staff changes either commit together or are rejected together. Business move/reassign/status sections are permission-dependent. Reload details and check the calendar/list after success.
Use the displayed timezone; an invalid daylight-saving local time can be rejected. A stale tab, occupied start, incompatible service/location or missing grant must be resolved before retry. Archive/Restore affects visibility, not payment or cancellation. Reapproval must reacquire valid capacity.