How do I Reschedule a Customer's Appointment?

Hello,

Thank you for visiting our Qtrac Knowledge Base library. We hope the below article will assist you.

Based on your questions, it looks like you are trying to Reschedule a Customer's Appointment.

In order to accomplish this, please follow these steps:

1. Once you are logged in with your agent credentials and you are in the Queue section simply press appointments from the Top Left corner of the screen
2. Look for the Customer’s name from the list. If you do not see the customer in the list, make sure you are checking at the correct date.
3. Once you find the Customer’s name double click on it and a new window will pop-up.

4. Click on the blue RESCHEDULE Button and this window will popup that looks like this:

5. To change the Date/Time you need to click on the little pencil next to the date and time (Marked with blue on the picture above)
6. New window will popup with available slots:

7. Choose the new time/date and click Continue.
8. Fill up the Questions and click again Continue.
9. Select the notification Preferences and click on “ I agree to the Terms & Conditions” check box
10. Select the box “I’m not a robot” (the reCAPTCHA verification). Select the Notification Preferences and click I agree to the terms and conditions.
11. Red Submit button will become available

7. Once clicked on Submit, on the top right corner will pop up a green notification with: Appointment modified message to confirm the change. You will also receive confirmation with the updated time/date that looks like this:

If you still have any questions, please feel free to get in touch with our Qtrac Help Desk.