Appointment Rescheduling

Overview

This feature allows Site Guest and Community Users to reschedule an existing appointment via a reschedule button on the appointment confirmation mail. Clicking on this button will redirect the user to the calendar, where they can select a new slot to schedule.

Steps to Set Up the Rescheduling Process (Counselor/Admin)

Staff Users can create a template for rescheduling.

  1. Go to Setup
  2. Search "Classic Email Templates"
  3. Click on "New Template"
  4. Create a template like in the image below

  5. For the "click here" button, append /?c__appid={!ERx_Events__Selected_Appointment__c.Id} to the Site Domain URL like this https://erxold-dev-ed.my.site.com/DXP/s/?c__appid={!ERx_Events__Selected_Appointment__c.Id}

Rescheduling an Appointment (Student/Guest User)

Overview

A Site Guest or Community User can reschedule a previously booked appointment by clicking the "reschedule" link on the appointment booking confirmation email.

This will redirect the user to the rescheduling interface.

Steps

  1. Open the confirmation email for the booked appointment
  2. Click on the reschedule button
  3. The user will be redirected to the Student Calendar interface
  4. They can select any available slot; personal information fields will be auto-populated

  5. Click the reschedule button to register for a new slot

  6. Result: A success message will appear on the page, the old appointment record will get updated with the status as "Rescheduled" with a new slot record
Note:
Appointment records with Completed or Cancelled status will note be rescheduled.

Appointment Cancellation Process

Overview

Only an Admin (a backend Salesforce user) can cancel an appointment. Cancellation should trigger a confirmation email to the end user.

Steps

  1. Go to Appointment Calendar (DXP) from the App Launcher
  2. You should be redirected to the Admin calendar page

  3. Click on any slot
  4. A popup should display like below

  5. Add information in the “*Meeting Notes/Reason for cancellation” field and click the “Reschedule/Cancel Appointment” button
  6. A success message will appear that the cancellation/rescheduling was successful
  7. An automated confirmation email is then sent to the user