This guide will show you how to manage your in-person clients customers after changing your work address.
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You can also follow this guide if you have moved states, your time zone has changed so you need to update your in-person/telehealth appointments. |
After your new office has been through the approval process by the PC&L team, the team will contact People Assist to update your work schedules. After they have been updated, the People Assist team will contact you to update all future in-person clients customers with the new address and will send you this guide.
It will be your responsibility to update all future clients customers with the new address. You can do this by following the below steps:
Step 1:
Once logged into Phoenix, find the appointment/s you need updated in the ‘Appointments Not Started’ section of quick view.
You will then click the purple ‘Edit’ button on the appointment.
Step 2:
You will now click on the blue line that says ‘Expand to select/update work schedule’.
Once expanded, you will need to select a schedule with the updated address, ensuring the correct ‘Calendar Type’ is selected as well.
Step 3:
Your new address will now appear under ‘Appointment Location’ and you must ensure ‘Yes’ is selected under ‘Send Client Notifications’ for the client to receive a new email with the updated address.
If the date/time/type of the appointment is the same, you do not need to edit anything else. You will now click ‘Submit' and the client will be sent a new appointment notification email with the updated address.
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Your client may contact you if they are unhappy with the new location and you must cancel their appointment without charge (refer to below guide) as it is not the original appointment location they agreed to. https://convergeintl.atlassian.net/servicedesk/customer/kb/view/99680282 |