# Manage Service Appointments in the Appointment Modal > Edit unpaid bookings, reschedule paid ones, duplicate, block time, view resources, and add custom values, right from the Services Calendar Appointment modal. - Source: https://docs.ghlcustomercare.com/docs/calendars-and-appointments/services/manage-service-appointments-in-the-appointment-modal - Section: Calendars & Appointments / Services - Reading time: 3 min - Images: 10, each explained below - Modified on Tue, 3 Feb at 11:59 AM --- Managing service bookings faster with the appointment modal. Edit appointments, create blocked slots, duplicate bookings and view resources from the Appointment modal. --- **TABLE OF CONTENTS** - [What is the Appointment Modal for Service Appointments?](#what-is-the-appointment-modal-for-service-appointments) - [Key Benefits of Managing Service Appointments](#key-benefits-of-managing-service-appointments) - [How to Access the Appointment Modal](#how-to-access-the-appointment-modal-for-service-appointments) - [Edit Service Appointments](#edit-service-appointments) - [Duplicate Service Appointments](#duplicate-service-appointments) - [Blocked Slots on Your Service Calendar](#blocked-slots-on-your-service-calendar) - [Show Resource in Appointment Modal](#show-resource-in-appointment-modal) - [Use Custom Values in Service Notifications](#use-custom-values-in-service-notifications) - [Frequently Asked Questions](#frequently-asked-questions) - [Related Articles](#related-articles) --- # **What is the Appointment Modal for Service Appointments?** The Appointment modal is the side-panel where admins and staff review and take action on a single Service booking. It centralizes essential tasks such as editing details, rescheduling and duplicating, so teams can maintain accurate calendars with less back-and-forth. --- ## **Key Benefits of Managing Service Appointments** - **Speed:** Edit and reschedule services without leaving the page. - **Control:** Block time from the same modal. - **Scalability:** Duplicate bookings for repeat or similar clients --- ## **How to Access the Appointment Modal for Service Appointments** 1. Go to **Calendars → Calendar View** (or **Appointment List View**) → **Services**. ![Step 1 of 2: Go to Calendars → Calendar View (or Appointment List View) → Services](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155064110295/original/AUdWcscMELIc1nTnB0ET2ap63j0HHz5wBw.png) **Step 1 of 2: Go to Calendars → Calendar View (or Appointment List View) → Services** This screenshot accompanies step 1 of 2 in the "How to Access the Appointment Modal for Service Appointments" section of "Manage Service Appointments in the Appointment Modal". At this point in the walkthrough you go to Calendars → Calendar View (or Appointment List View) → Services. The next step is to click any appointment to open Booking Details in the side panel (the Appointment modal). - Where to go: Go to Calendars → Calendar View (or Appointment List View) → Services. - Controls: Calendars → Calendar View, Appointment List View, Services, Booking Details - Next: Click any appointment to open Booking Details in the side panel (the Appointment modal). Full procedure: 1. Go to Calendars → Calendar View (or Appointment List View) → Services. <- this image 2. Click any appointment to open Booking Details in the side panel (the Appointment modal). 2. Click any appointment to open **Booking Details** in the side panel (the Appointment modal). ![Step 2 of 2: Click any appointment to open Booking Details in the side panel (the…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155064110375/original/IFQLoEQben5pNCYnCvT8-N2SUN45fg-0uQ.png) **Step 2 of 2: Click any appointment to open Booking Details in the side panel (the…** This screenshot accompanies step 2 of 2 in the "How to Access the Appointment Modal for Service Appointments" section of "Manage Service Appointments in the Appointment Modal". At this point in the walkthrough you click any appointment to open Booking Details in the side panel (the Appointment modal). - What to click: Click any appointment to open Booking Details in the side panel (the Appointment modal). - Controls: Booking Details, Calendars → Calendar View, Appointment List View, Services Full procedure: 1. Go to Calendars → Calendar View (or Appointment List View) → Services. 2. Click any appointment to open Booking Details in the side panel (the Appointment modal). <- this image For more information, see: [Calendar View – Services](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/services/calendar-view-services). --- ## **Edit Service Appointments** ###  **Edit Unpaid Appointments** Users can fully modify unpaid Service Appointments directly from the edit screen without needing to cancel or rebook. This make it easier to handle last-minute requests, corrections or changes, with far less friction.  Users can now update nearly all appointment details with ease, including the ability to: - Add/remove Services - Add/remove Add-Ons - Change Staff or Service Variants - Change Location, appointment title, appointment date/time, timezone, or coupon codes To edit an unpaid service appointment, follow these steps: 1. Select the Appointment you want to edit then click the **pencil** icon to open the editor. ![Step 1 of 2: Select the Appointment you want to edit then click the pencil icon to…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155064118792/original/4cr_ujBNRIFa8zCV0iusz8e2zB7qK9Xi8Q.png) **Step 1 of 2: Select the Appointment you want to edit then click the pencil icon to…** This screenshot accompanies step 1 of 2 in the "Edit Unpaid Appointments" section of "Manage Service Appointments in the Appointment Modal". At this point in the walkthrough you select the Appointment you want to edit then click the pencil icon to open the editor. The next step is to.Adjust services, add-ons, staff/variant, location, title, date/time, timezone, or coupon then click Save. - What to choose: Select the Appointment you want to edit then click the pencil icon to open the editor. - Controls: pencil, Save - Next: .Adjust services, add-ons, staff/variant, location, title, date/time, timezone, or coupon then click Save. Full procedure: 1. Select the Appointment you want to edit then click the pencil icon to open the editor. <- this image 2. .Adjust services, add-ons, staff/variant, location, title, date/time, timezone, or coupon then click Save. 2. .Adjust services, add-ons, staff/variant, location, title, date/time, timezone, or coupon then click **Save**. ![Step 2 of 2: .Adjust services, add-ons, staff/variant, location, title, date/time…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155064119010/original/cCZClATqPysQRMMvk3_aaIk4G2Zyp2Rz3A.png) **Step 2 of 2: .Adjust services, add-ons, staff/variant, location, title, date/time…** This screenshot accompanies step 2 of 2 in the "Edit Unpaid Appointments" section of "Manage Service Appointments in the Appointment Modal". At this point in the walkthrough you.Adjust services, add-ons, staff/variant, location, title, date/time, timezone, or coupon then click Save. - How to confirm: .Adjust services, add-ons, staff/variant, location, title, date/time, timezone, or coupon then click Save. - Controls: Save, pencil Full procedure: 1. Select the Appointment you want to edit then click the pencil icon to open the editor. 2. .Adjust services, add-ons, staff/variant, location, title, date/time, timezone, or coupon then click Save. <- this image ### **Enhanced Support for Paid Appointments** **Paid appointments remain locked for structural changes** (e.g., service or staff), but you can now duplicate appointment to quickly clone the appointment, make edits, and rebook without starting from scratch. A clear message in the edit screen that explains what's editable and what’s not, so there’s no confusion. --- ## **Duplicate Service Appointments** The **Duplicate Appointment** button is available in the appointment modal. With one click, you can create a new booking carrying over all the same details, making it much faster to set up repeat or similar appointments without re-typing everything. To duplicate an appointment, click on the appointment you want to duplicate then select the **Duplicate** icon. ![Duplicate Service Appointments (image 5 of 10)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155064119181/original/77PEbakNn3pOxXIbwlHwZH5SI7d5Jz_rcw.png) **Duplicate Service Appointments (image 5 of 10)** This screenshot appears in the "Duplicate Service Appointments" section of "Manage Service Appointments in the Appointment Modal". The text alongside this image reads: To duplicate an appointment, click on the appointment you want to duplicate then select the Duplicate icon. Immediately after, the guide continues: Blocked slots help you quickly mark unavailable time during the booking flow, keeping your calendar accurate and preventing accidental bookings. - What to choose: To duplicate an appointment, click on the appointment you want to duplicate then select the Duplicate icon. - Controls: Duplicate Appointment, Duplicate - Next: Blocked slots help you quickly mark unavailable time during the booking flow, keeping your calendar accurate and preventing accidental bookings. --- ## **Blocked Slots on Your Service Calendar** Blocked slots help you quickly mark unavailable time during the booking flow, keeping your calendar accurate and preventing accidental bookings. To create a blocked slot, follow these steps: 1. Click **New Booking** in your calendar. ![Step 1 of 3: Click New Booking in your calendar](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155064119354/original/Xhb8qtEmsMm9nazPo4eEi4x3OVLskO6PkA.png) **Step 1 of 3: Click New Booking in your calendar** This screenshot accompanies step 1 of 3 in the "Blocked Slots on Your Service Calendar" section of "Manage Service Appointments in the Appointment Modal". At this point in the walkthrough you click New Booking in your calendar. For context, this section explains: Blocked slots help you quickly mark unavailable time during the booking flow, keeping your calendar accurate and preventing accidental bookings. The next step is to switch Event Type to Blocked Slot. - What to click: Click New Booking in your calendar. - Controls: New Booking, Event Type, Blocked Slot, Block Time - Next: Switch Event Type to Blocked Slot. Full procedure: 1. Click New Booking in your calendar. <- this image 2. Switch Event Type to Blocked Slot. 3. Select date/time, title and staff then click Block Time. 2. Switch **Event Type** to **Blocked Slot**. ![Step 2 of 3: Switch Event Type to Blocked Slot](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155064119381/original/n-Jf9wQYrMhdQ3LjBKzuXe086l_HvNeZ3A.png) **Step 2 of 3: Switch Event Type to Blocked Slot** This screenshot accompanies step 2 of 3 in the "Blocked Slots on Your Service Calendar" section of "Manage Service Appointments in the Appointment Modal". At this point in the walkthrough you switch Event Type to Blocked Slot. For context, this section explains: Blocked slots help you quickly mark unavailable time during the booking flow, keeping your calendar accurate and preventing accidental bookings. The next step is to select date/time, title and staff then click Block Time. - What to fill in: Switch Event Type to Blocked Slot. - Controls: Event Type, Blocked Slot, New Booking, Block Time - Next: Select date/time, title and staff then click Block Time. Full procedure: 1. Click New Booking in your calendar. 2. Switch Event Type to Blocked Slot. <- this image 3. Select date/time, title and staff then click Block Time. 3. Select date/time, title and staff then click **Block Time**. ![Step 3 of 3: Select date/time, title and staff then click Block Time](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155064119444/original/pDXeA17Ua3DUSRqDP4QlULzoxoP9hSjA1A.png) **Step 3 of 3: Select date/time, title and staff then click Block Time** This screenshot accompanies step 3 of 3 in the "Blocked Slots on Your Service Calendar" section of "Manage Service Appointments in the Appointment Modal". At this point in the walkthrough you select date/time, title and staff then click Block Time. - What to choose: Select date/time, title and staff then click Block Time. - Controls: Block Time, New Booking, Event Type, Blocked Slot Full procedure: 1. Click New Booking in your calendar. 2. Switch Event Type to Blocked Slot. 3. Select date/time, title and staff then click Block Time. <- this image --- ## **Show Resource in Appointment Modal** The appointment modal now displays the resource that was booked. This makes it clearer who or what has been reserved and helps avoid confusion around resource allocation. ![Show Resource in Appointment Modal (image 9 of 10)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155064119462/original/EQi1i3ineTwtsS7nsi1q6XjewWTOUvY8wA.png) **Show Resource in Appointment Modal (image 9 of 10)** This screenshot appears in the "Show Resource in Appointment Modal" section of "Manage Service Appointments in the Appointment Modal". The text alongside this image reads: The appointment modal now displays the resource that was booked. This makes it clearer who or what has been reserved and helps avoid confusion around resource allocation. Immediately after, the guide continues: Two custom values that can be used in calendar notifications. - What this covers: The appointment modal now displays the resource that was booked. This makes it clearer who or what has been reserved and helps avoid confusion around resource allocation. - Next: Two custom values that can be used in calendar notifications: --- ## **Use Custom Values in Service Notifications** Two custom values that can be used in calendar notifications: - Service Booking Price - Meeting Location Name (short label instead of full address) These provide dynamic details you can use to personalize confirmations, reminders, and other customer touch points. 1. Go to **Calendars → Calendar Settings → Notifications**. 2. Open the template (confirmation, reminder, etc.). 3. Insert **Service Booking Price**, or **Meeting Location Name** from the merge field picker. 4. Save and test. ![Use Custom Values in Service Notifications (image 10 of 10)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155064119604/original/B80PfHsuKgrj_7P9Hq56wv6Aop-IiAMHLQ.png) **Use Custom Values in Service Notifications (image 10 of 10)** This screenshot appears in the "Use Custom Values in Service Notifications" section of "Manage Service Appointments in the Appointment Modal". The text alongside this image reads: Go to Calendars → Calendar Settings → Notifications. Open the template (confirmation, reminder, etc.). Insert Service Booking Price, or Meeting Location Name from the merge field picker. Save and test. This part of the guide covers 2 fields, listed below. Immediately after, the guide continues: Q: Can I change the staff or service after payment is collected? Structural edits (services, add-ons, staff/variant, coupon, title, location) are locked on paid bookings. Reschedule date/time or use Duplicate Appointment to rebook with…. - Where to go: Go to Calendars → Calendar Settings → Notifications. Open the template (confirmation, reminder, etc.). Insert Service Booking Price, or Meeting Location Name from the merge field picker. Save and test. - Fields: Service Booking Price, Meeting Location Name (short label instead of full address) - Controls: Service Booking Price, Meeting Location Name - Next: Q: Can I change the staff or service after payment is collected? Structural edits (services, add-ons, staff/variant, coupon, title, location) are locked on paid bookings. Reschedule date/time or use Duplicate Appointment to rebook with changes. Full procedure: 1. Service Booking Price 2. Meeting Location Name (short label instead of full address) --- ## **Frequently Asked Questions** **Q: Can I change the staff or service after payment is collected?** Structural edits (services, add-ons, staff/variant, coupon, title, location) are locked on paid bookings. Reschedule date/time or use Duplicate Appointment to rebook with changes. **Q: What carries over when I duplicate an appointment?** Contact, services, add-ons, staff/resource, meeting location, and notes typically carry over. Adjust anything needed before booking the copy. **Q: Does rescheduling a paid appointment change the existing order or payment?** No. The payment remains associated with the original booking. --- ## **Related Articles** - [How To Create Service Calendars](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/service-calendars/how-to-create-service-calendars) - [Calendar View for Rentals](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/rentals/rentals-calendar-view) - [Troubleshooting Tool for Calendar](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/troubleshooting-calendars/troubleshooting-tool-for-calendar) - [Payments Tab in Calendars](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/scheduling-appointments/payments-tab-in-calendars) --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com