Appointments and calendars · ASRR Tech
What should you check when rescheduling an appointment?
Check the old time is removed, the new time is confirmed and the responsible employee sees the change. Keep preparation attached to the same journey.
A practical example
An intake moves to next week without losing the previous conversation summary.
This is an illustrative situation for assessing your own process.
Checklist for your team
- Reschedule a test appointment.
- Check both times.
- Read the new confirmation.
What does success look like?
One current appointment remains with the correct context.
Test this with a recognisable record and have a colleague review the outcome. Note missing information or decisions. Use that finding to improve a working agreement before applying the process more broadly.
Appointments and calendars: the wider process
An appointment connects an employee’s available time with a customer’s expectations. Explain the purpose, participants and location. Availability, confirmation and changes are one process. Test more than an empty slot: include busy calendars, cancellation and rescheduling. With connected calendars, agree which system determines availability and where changes are processed. Have both the employee and the customer inspect their own confirmation before making the booking route widely available.