Keep the original appointment clear until a new time is agreed.

How to build your appointment change requests

1. 1

   Describe the job

   Keep the original appointment and proposed replacement visible until both sides agree.

2. 2

   Review the first version

   Choose how the service coordinator records the Appointment reference and how the service provider reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your appointment change requests

• Keep the Appointment reference in context

  Keep Appointment reference, original slot, requested change, alternative slot, provider response and customer decision together so the next person can understand the request or record.

• When the next step needs a decision

  A sample customer asks to move a Wednesday service appointment. The practitioner can offer Friday at 14:00, but the original slot remains confirmed.

• Keep customer decision visible

  Record the accepted replacement without losing the original appointment history.

• Choose what each person needs

  Give the service coordinator a working view and the service provider a review view. Keep Appointment reference and original slot attached to the decision as the work moves between them.