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All CollectionsWhat If Scenarios + How To Handle
What If: The Customer Reschedules?
What If: The Customer Reschedules?
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Written by Mardie Shanahan
Updated over 4 months ago

So - the customer books the appointment, and you confirm with a phone call. Later, the customer requests to postpone the project and reschedule for a future date (next day, week, month, etc.). Now what?

​First off, ask when they would like to reschedule and plan to meet with them again at the day and time they requested. Since they already know you, they'll able to trust your company over another!

  • If you agree on a new day and time, reschedule the appointment in the dashboard.

If the homeowner reschedules and then cancels or no-shows the rescheduled appointment that they asked for, you can request credit in the dashboard!

What if a customer sends me a note they need to reschedule and I can’t make it?

Customers may need to reschedule their original appointment with you through the website form, and the calendar they see is a direct reflection of the calendar within your dashboard.  If you are unable to make the rescheduled time, please reach out to the customer and attempt to reschedule directly with them over call, email, or text.

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