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Editing an appointment

How to change the time, duration, service, customer details, or assigned tech without leaving the page.

Updated 2026-04-29

Every appointment row has a Pencil 'Edit' button next to the status actions. Clicking opens a modal with every editable field — no separate edit page to navigate to.

What you can edit inline

  • Date + time (interpreted in your business timezone, not the browser's).
  • Duration in minutes (5 minimum, 24 hours max).
  • Service description.
  • Customer name, phone, email.
  • Assigned tech (or unassign).
  • Notes (visible to your team).

Status changes

Status flips are separate from edits — they're individual buttons (Confirm / Done / Cancel / Reopen) on every row. They fire one PATCH each so the dispatcher gets instant feedback without opening a modal.

Reassigning a tech

When a row shows 'Tech: Kyle', there's a small Reassign menu next to the name. Click → pick a different active tech → done. Useful when someone calls out sick or a route needs to shuffle.

Time zones

All date/time inputs interpret values in your configured business timezone (Settings → General). A dispatcher in Phoenix scheduling for a New York shop will see + type Eastern times correctly.

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