Recently Changed Office Address
- Jessica
This guide will show you how to manage your in-person customers after changing your work address.
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 customers with the new address and will send you this guide.
It will be your responsibility to update all future 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 āAppointments Not Startedā section of quick view.
You will then click the purple āEditā button on the appointment.
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Step 2:
You will now click on the blue line that says āExpand to select/update work scheduleā.
Once expanded, you will need to select a schedule with the updated address, ensuring the correct āCalendar Typeā is selected as well.
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Step 3:
Your new address will now appear under āAppointment Locationā and you must ensure āYesā is selected under āSend Client Notificationsā 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 āSubmit' 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
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