Need to help a customer reschedule? You can now generate and copy an appointment’s reschedule link directly from the appointment, making it easy to share whenever a customer needs it.
This is available across Meetings and Services.
What changed
You can now generate a reschedule link on demand from an existing appointment.
- Generate a reschedule link directly from the appointment
- View the generated link instantly
- Copy the link to your clipboard in one click
- Share it with the customer through whichever channel works best for you
Customers can open the shared link and reschedule their appointment without having to find an earlier email or notification containing the reschedule link.
How to use it
Open an appointment from anywhere you manage appointments, including Contacts, Conversations, Appointments, or Opportunities.
Then
- Open the appointment.
- Click the Appointment Actions icon.
- Select Generate Reschedule Link.
- Once the link is generated, click Copy Link.
- Share the link with your customer.
That's it! The customer can use the link to open the rescheduling flow and choose a new time for their appointment.
Respects appointment permissions
Existing appointment permissions continue to apply.
Users without the required appointment management permissions will not be able to generate a reschedule link and will see the existing disabled state and permission guidance.
