Redo Appointments

If a client is unsatisfied with a service, you can schedule a redo appointment to provide a follow-up service at no additional charge. This article walks you through how redo appointments work and what to expect when using this feature.

Things to Know:

• The ability to schedule redo appointments is governed by both the "Allow Redo Appointments" setting and the "Accessing Appointments" access control permission.
• Clients are not charged for redo appointments
• The Redo button only appears on completed appointments
• Services that normally require a deposit will not require one when scheduled as a redo
• You can remove individual services from a redo appointment if they don’t need to be repeated
• The system matches services by name. If multiple services with the same name are on the ticket, the system cannot determine which one was redone. As a result, all services with that name will be marked as redone in the compensation report.
• Redo appointment activity is tracked in the Redo Appointments Report for easy reference and analysis.

To schedule a redo appointment:

1. Go to your Schedule
2. Filter by location
3. Locate the appointment that should be redone 
4. Mark the appointment as completed                                                                                                                                                                                                                                          
5. Select the  "Redo" button
6. A new appointment modal will appear with the previous appointment details automatically populated.
   • Each service will have the redo badge next to it
   • If the appointment has multiple services, you can determine if all the services should be redone or just one. To remove a service, select the red x next to it.
   • You can also determine if the same staff member should perform the redo or someone else                                                                                                            
7. Once you have made the necessary adjustments, you can go ahead and save the appointment.

When the appointment is completed and the ticket is closed, the data for the original and redone appointment can be seen in the reports.