How to Reschedule Appointments

The Appointment form element allows your form fillers to book time slots on your form. By default, collected appointments can only be rescheduled or canceled by you, the form owner, by editing or deleting the appointment’s entry respectively. This guide shows how to let your respondents update their appointments and also let you cancel an appointment without deleting the entry.

To allow your form fillers to reschedule or cancel their appointments

1. In the Form Builder, add a Get Form Page URL widget to your form.

To learn more, see How to Add a Widget to Your Form.

2. Next, select Settings at the top, then Conditions on the left.
3. Create a new Enable/Require Field condition.

4. On the next page, set up the following IF statement:

• IF: Get Page URL
• STATE: Contains
• TARGET: Value
• VALUE: /edit/

5. Add another IF statement with the same configurations, only this time, set VALUE to /tables/.

6. Ensure that the matching rule is set to Any.

7. Now, set up the DO statement with the following configurations:

• DO: Unrequire
• FIELD: {your appointment field}

8. Once you’re done, scroll down to the bottom and select Save.
9. Finally, updated your Autoresponder email and include the {edit_link} tag to allow your respondents to edit their submissions.

To learn more, see How to Let Users Update Their Entries Later.

For existing appointments, you can use Jotform Tables’ Send Email action button to send an update request email to your respondents.

The setup above will remove your appointment field’s “required” flag allowing the appointment slot to be deselected on the form whenever you or your form fillers edit an entry.

See also: Editing Submissions Made on Your Forms.