Enabling the patient to cancel and/or reschedule via the initial email notification can be completed using the steps below.

The first step is to add the placeholder to the email template. The email notifications options is under the 'Organization' tab. These options modify the the notification the patient receives after the appointment is booked.

The email template does support HTML so there are several options. Here are two examples. 

{% if cancel_url %}
View your appointment at {{ cancel_url }}
{% endif %}

-

Click <a href="{{ cancel_url }}">here to view your appointment</a>

The top example will show the full link and the bottom will condense the link. "View your appointment at" and "Click, "here to view your appointment" can be customized to the wording you would prefer. 

Here is an example of what it will look like in the email customized for cancel/reschedule. 

The options to cancel and reschedule can be turned off and on as needed. If both options are disabled, the patient will only be able to view their appointment by clicking the link. If the link has been added to the email template, patients that have booked appointments prior to turning either option on will now have access to cancel and/or reschedule (i.e. retroactively apply to previously booked appointments). 

The option to turn cancel and reschedule on and off can be found under the 'Appointment Settings' menu. 

Below are examples of the patient experience during the reschedule process. 

Rescheduling can also be completed from within a patient's appointment record. To reschedule an appointment, find the patient using the patient search functionality and click on the record. 

Once you have clicked no the record you will see the ability to change the appointment status as well as the option to reschedule.

The screens and process of rescheduling are the same as the patient experience discussed above.