> For the complete documentation index, see [llms.txt](https://compassly.gitbook.io/compassly-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://compassly.gitbook.io/compassly-docs/core-modules/appointments/client-appointments/clone-appointment.md).

# Clone Appointment

**Audience:** Super Admin, Admin, Supervisor, Clinician \[VERIFY: confirm exact roles that can clone appointments]\
**Page type:** Task guide\
**Status:** Draft\
**Owner:** Compassly Documentation Team\
**Last verified:** 2026-04-06

## Purpose

Use **Clone appointment** to create a new appointment from an existing appointment.

## Before you start

* You must be signed in to Compassly.
* You must already have an appointment to clone.

## Important

* Clone starts with values copied from the original appointment.
* **Appointment links** are generated after the cloned appointment is created.
* You can still change the date, time, time zone, session format, attendees, and guests before saving.
* Address autocomplete and manual time entry work on the clone page the same way they do on the add page.

## Role differences

* **Super Admin / Admin / Supervisor / Clinician:** \[VERIFY: confirm exact role split.]
* Other role access is unconfirmed.

## How to get there

1. Open **Appointments**.
2. Select **Client appointments**.
3. Open the row action menu for the appointment.
4. Select **Clone appointment**.

## Steps

1. Review the copied values.
2. Update **Date**, **Start time**, **End time**, and **Time zone**.
3. Update **Session format** and **Address** or **Video conference** as needed.
4. Review attendee toggles.
5. Add or remove **Guests (optional)** as needed.
6. Update **Notes** if needed.
7. Click **Clone**.

## What happens next

* Compassly creates a new appointment based on the updated values.
* The new appointment appears in **Client appointments**.
* Appointment links are generated after the cloned record is created.

## Related guides

* [Add Appointment](/compassly-docs/core-modules/appointments/client-appointments/add-appointment.md)
* [Edit Appointment](/compassly-docs/core-modules/appointments/client-appointments/edit-appointment.md)
* [Appointment Overlap Detected](/compassly-docs/core-modules/appointments/client-appointments/appointment-overlap-detected.md)


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