How to Let Users Reschedule or Cancel Appointments

With Jotform’s Appointment field, you can let users manage their bookings directly from your form. Previously, users could only reschedule appointments through an edit link that could be difficult to find. With the new Appointment Management feature, users can now reschedule or cancel their appointments in one place.

Enabling the Let Users Edit Appointment feature

1. Open your form in Form Builder, and then click on the Appointment field.

2. Then, click on the Gear icon on the right side of the field. 

3. Next, in the Appointment Properties menu that opens on the right side of the page, click on the Advanced tab.

4. Now, toggle on Let Users Edit Appointment.

That’s it. You’ve now successfully enabled the Let Users Edit Appointment feature in the Appointment field. After the user’s submitted the form, they’ll see a Manage Appointment link in their Autoresponder Email where they can easily cancel or reschedule their appointments.

Rescheduling or Canceling Your Appointment

If you need to reschedule or cancel an appointment, you can use the Management Appointment Link in the Autoresponder Email. Let me show you how:

1. In the Autoresponder Email, click on Manage Appointment.

2. Next, in the new browser tab, click on Reschedule Appointment to change the booking or Cancel Appointment to cancel it. 

3. If you selected Reschedule Appointment, you’ll be redirected to the form to select a new date or time slot. 
4. Once done, click on Submit at the bottom of the page.

5. If you selected Cancel Appointment, in the Confirmation window that opens, click on Cancel Appointment.

Viewing and Updating Appointments

The Manage Appointment feature is available in Jotform Inbox and Tables, where you can view and update bookings. Here’s one way to do it: 

1. In Jotform Inbox, select the submission you want to view or update the appointment for.  
2. Then, in the Appointment field, click on the Calendar icon to reschedule or cancel the appointment.

And you can also do it this way:

1. While in Jotform Inbox, select the submission you want to view or update the appointment for.
2. Next, hover your mouse over the Appointment field, and then click on the Three Dots icon. 
3. In the Dropdown menu that opens, click on Manage Appointment.

To view or update bookings in Jotform Tables, here’s what to do:

1. In Jotform Tables, hover your mouse over the submission you want to update, and then click on View.

2. Now, in the menu that opens on the right side of the page, click on the Calendar icon to reschedule or cancel the appointment.

You can view cancelled appointments in Jotform Inbox and Tables using the Filter feature to check the cancellation status. Check out the screenshot below to see how it looks in Jotform Tables:

Here’s what it’ll look like after applying the filter: