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Re-Scheduling an Appointment

Recommended method for re-scheduling a one-off or instance of a recurring appointment series.

Expected Outcomes:

After completing this article, you should be able to successfully reschedule a single appointment or a recurring series of appointments within the CTA platform.

Purpose/Short Description:

This article provides clear, step-by-step instructions for counselors and providers to change the date and time of a client appointment.

Tags:

CTA, Counselor, appointments, Provider, Clinician, Scheduling

Audience:

Counseling team, Providers/Clinicians

 

Step-by-Step Instructions

 

  1. Go to the Schedule: In the CTA platform, click the calendar icon on the left-hand side to navigate to the Schedule section.

  2. Select the Appointment: Find and click on the appointment card for the meeting you want to reschedule.  

  3. Update the Date and Time: On the appointment card, go to the "When" section. Use the date and time fields to select your new desired date and time.  

  4. Save the Changes: Click the blue Save button at the bottom of the appointment card.

  5. Choose the Appointment Series: A pop-up will appear. Select "This and all future events" if you want to reschedule every instance of this recurring appointment. To reschedule only this single appointment, select "This event."  

  6. Send a Confirmation Email: Click "Send Reminder Email" to automatically send an updated appointment confirmation to the client.