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Both are done on the appointment in Zoho. A move sends the customer a notice; a technician added to the visit gets it on their phone.

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Before you start

  • The appointment open in Zoho.

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Steps

1

Move it

Change Scheduled Date and, if needed, Arrival Time Slot. Save.
2

Restaff it

Change the technician in Assigned Technicians and save. Nothing else on the record needs to change.

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How you know it worked

  • After a move, the customer gets “Your Comfort Hub appointment has moved to …” and no second confirmation. Its Update your calendar link opens the same calendar entry as the first email, so adding it again replaces the old date instead of making a second entry.
  • After a move, every technician on the appointment gets an Appointment Rescheduled push naming the day.
  • After a restaff, the technician you added gets an Appointment Assigned to You push and sees the stop in the app; the one you removed no longer does. A technician without the app gets no push.

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If it did not work