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A participant accidentally booked an In-Person appointment but needs a Virtual one. How can we change the appointment type?

You can easily swap the appointment format without having to cancel and rebook the entire slot. This ensures the participant keeps their original time while updating the meeting instructions.

Option 1: The Participant (Self-Service)

If the scheduling window is still open, the parent can make this change themselves from any device:

  1. Log in to the Online Scheduler.

  2. Go to the My Appointments page (found in the sidebar on desktop or the three-bar menu on mobile).

  3. Locate the specific appointment and click Edit.

  4. Use the dropdown menu to change the Appointment Type from "In-Person" to "Virtual" (or vice versa).

  5. Click SaveOk.

Option 2: The Administrator (Direct Edit)

As an admin, you can override this directly from the management console:

  1. From the Admin UI, open the specific event.

  2. Go to the Appointments tab and locate the teacher (resource) and the time slot in question.

  3. Select the Booked Appointment, then select the Edit Appointment button.

  4. Locate the Appointment Type field and select the new format.

  5. Click Ok to update the record.

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