Purpose
This SOP provides the step-by-step process for rescheduling a client appointment in Dubsado and ensuring all calendars are updated accordingly.
Step-by-Step Process
1. Confirm the Need to Reschedule
- When a client notifies that they need to reschedule an appointment, gather the new date and time they prefer.
2. Locate the Client's Appointment in Dubsado
- Log in to Dubsado.
- Navigate to the Projects section and locate the client’s record.
- Open the client's profile (e.g., “Darling”) to find their scheduled appointment.
3. Adjust the Appointment Date and Time
- Update the date and time of the appointment to reflect the new schedule.
- Save the changes in Dubsado.
4. Add the Link in the Appointment Description
- Copy the relevant appointment link (if needed).
- Paste the link into the Description field for the appointment.
- Save the updated details in Dubsado.
5. Update Chef Tai’s Calendar
- Access Chef Tai’s calendar (Google Calendar or the platform in use).
- Verify that the rescheduled appointment is reflected.
- Check that the description now includes the appointment details and the link (if applicable).
Additional Notes
- Double-check all calendar updates to ensure accuracy.
- If there are any discrepancies, communicate promptly with the client to confirm details.
- Always maintain professionalism and clarity in correspondence with clients regarding scheduling changes.