Send a Client a Reschedule Link in One Click

You can now generate a reschedule link directly from any appointment and copy it in one click. When a client rings to move a booking, you share the link then and there instead of asking them to dig out an old confirmation email. This works across both Meetings and Services.

How do I generate a reschedule link?

The link is generated on demand from the appointment itself, and you can open that appointment from anywhere you manage bookings, including Contacts, Conversations, Appointments and Opportunities. Once generated, the link appears immediately and can be copied to your clipboard.

1. Open the appointment.
2. Click the Appointment Actions icon.
3. Select Generate Reschedule Link.
4. Once the link is generated, click Copy Link.
5. Share the link with your client.

The client opens the link, picks a new time and confirms. Share it on whichever channel suits you, whether that is WhatsApp, SMS or email.

Can every user on my team do this?

Existing appointment permissions still apply. A team member without permission to manage appointments cannot generate a reschedule link, and will see the option disabled along with guidance explaining why. Nothing about who can manage appointments changes.

You will find this under the Appointment Actions icon on any appointment.