Scheduling

Cancellations and Rescheduling

Cancel, reschedule, and track the status of your appointments, with automated communication on the Pro plan.

Cancellations and Rescheduling

Manage changes to your calendar in an organized way, with status tracking and automated communication on the Pro plan.

Canceling an Appointment

  1. Go to Calendar and click on the appointment you want to cancel.
  2. Click on Cancel Appointment.
  3. Confirm the cancellation.

The appointment status will be changed to Canceled and will be recorded in the patient’s history.

Rescheduling an Appointment

  1. Go to Calendar and click on the appointment.
  2. Click on Reschedule.
  3. Select the new date and time (the system automatically checks for conflicts).
  4. Confirm.

Appointment Statuses

Each appointment can have one of the following statuses:

StatusDescription
ScheduledAppointment created, awaiting confirmation
ConfirmedPatient confirmed attendance
CompletedSession held
CanceledAppointment canceled
No-showPatient did not show up (no-show)

Marking as No-show

If the patient does not attend the session:

  1. Open the appointment.
  2. Change the status to No-show.
  3. On the Pro plan, Tera can automatically send a follow-up message via WhatsApp offering to reschedule.

Rescheduling via WhatsApp (Pro)

On the Pro plan, the therapist can trigger an automatic rescheduling via Tera:

  1. Open the appointment that needs to be rescheduled.
  2. Click on Reschedule.
  3. Select the reason (optional).
  4. Tera will send a message to the patient via WhatsApp with the available times.
  5. The patient chooses the new time by responding to the message.
  6. The appointment is automatically updated, and both parties are notified.

Automatic Reminders (Pro)

On the Pro plan, reminders are sent automatically:

  • 24 hours before — reminder via WhatsApp and email
  • 1 hour before — reminder via WhatsApp

Reminders help reduce no-shows and are managed automatically by Tera.