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Practicos Help

Rescheduling, cancelling and statuses

Plans change — a client cancels, a session runs over, a whole week needs moving. Click any appointment on the calendar to open it, and you can put it right without leaving the diary: update its status, edit the details, cancel one session or a whole repeating series, and call or email the family straight from the same screen.

What you can do here

Section titled “What you can do here”

Opening an appointment gives you everything for that session in one place — the time and duration, who’s attending, any linked organisation and contract, and the session plan — plus:

  • Call or email the client or their guardian directly (tap their number or address).
  • Change the status as the day plays out.
  • Edit the time, type, location, practitioners and other details.
  • Cancel a single session, or an entire recurring series in one go.
An appointment's detail panel showing the date and time, a status dropdown, the primary contact with tap-to-call and email, billing and mileage, and Complete, Cancel and Add note actionsAn appointment's detail panel showing the date and time, a status dropdown, the primary contact with tap-to-call and email, billing and mileage, and Complete, Cancel and Add note actions

Changing the status

Section titled “Changing the status”

An appointment moves through: Scheduled → Confirmed → Completed, or Cancelled / No show. Cancelling or marking a no-show asks for confirmation first, and a cancelled appointment shows an undo option in case you change your mind.

Cancelling a group session (two or more children in one slot) cancels the whole session. To cancel just one child, open them from the attendee list and cancel from their record.

Editing an appointment

Section titled “Editing an appointment”

Edit the time, type, location, practitioners, contract, session focus, notes, title or attendance. For a group session, Practicos asks whether to update all children or just this appointment — so a change meant for one child in the group doesn’t move everyone else’s session by accident.

Cancelling a recurring series

Section titled “Cancelling a recurring series”

To cancel every future instance of a repeating appointment, use the dedicated cancel series action — it has its own confirmation so you don’t remove future sessions by accident.

Finding appointments with filters

Section titled “Finding appointments with filters”

The calendar has filters to focus your view:

  • Practitioner — My, All, or a specific person (team practices only).
  • Needs notes — past appointments that don’t yet have a clinical note.
  • Show / hide cancelled appointments.