Who it is for: Specialist
Before you start: Workspace access. Check the selected client, dates and current records before starting.
A real app screen. The names, amounts and notes in it are invented. Shown in English; Ukrainian and Russian are also available.
What to do
- 01
The client opens a session in the portal and submits a cancellation or rescheduling request with a proposed time.
A client asks to cancel or move a session · 1 - 02
Open the request in the inbox. Review the original session, comment and available time.
A client asks to cancel or move a session · 2 - 03
Choose Accept or Decline, review and confirm. Agree on another time with the client separately.
A client asks to cancel or move a session · 3
Check the result
The decision appears in request history. An accepted reschedule or cancellation updates the schedule.
If things go differently
For a time conflict, return to the date selection. If the record changed, reopen it and check its current state before confirming again.
Keep in mind
A request alone does not change the session. Check overlaps before accepting a new time.