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Help Center

Guides and answers for using ClientPilot.

Booking or rescheduling a consultation

Pick a time that works for you, or change one you already booked.

Booking or rescheduling a consultation
  1. 1On the request form (or your Appointments tab), choose a date to see open time slots.
  2. 2Pick a slot and confirm.
  3. 3To change it later, open Appointments and click Reschedule, then give a reason.
  4. 4To cancel, click Cancel and confirm.

Tip: You only ever see times that are actually available, so there are no clashes.

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