> 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/edit-appointment.md).

# Edit Appointment

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

## Purpose

Use this page to update an existing appointment.

## Before you start

* You must be signed in to Compassly.
* You must be on **Appointments** > **Client appointments**.
* You must already have an appointment to edit.

## Important

* You can open an appointment by clicking the row or by using the row action menu.
* **Next appointment date** appears on the edit page when applicable.
* Online appointments can show both **Google Calendar** and **Google Meet** links in **Appointment links**.
* Onsite appointments show **Google Calendar** and the address used for the appointment.
* Signed appointments cannot be edited until they are unlocked with permission and password confirmation.
* If your changes create an overlap, Compassly shows **Appointment overlap detected**.

## Role differences

* **Super Admin / Admin / Supervisor / Clinician:** \[VERIFY: confirm which roles can edit appointments.]
* Signed appointment unlock behavior depends on permission.

## How to get there

1. Open **Appointments**.
2. Select **Client appointments**.
3. Do one of the following:
   * Click the appointment row.
   * Open the row action menu and select **Edit appointment**.

## Steps

1. Update the appointment fields you need to change.
2. Change **Session format** if needed.
3. Update **Address** for onsite appointments or **Video conference** for online appointments.
4. Review the **Appointment links** area when linked records exist.
5. Turn attendee toggles on or off as needed.
6. Add or remove guest emails or extra team members as needed.
7. Update **Notes** if needed.
8. Click **Update**.

## What happens next

* Compassly saves the updated appointment.
* Linked calendar or meeting information stays visible when it applies.
* If the appointment is locked because it was signed, use **Unlock & Edit** first.

## Related guides

* [View Appointment Details](/compassly-docs/core-modules/appointments/client-appointments/view-appointment-details.md)
* [Unlock and Edit Signed Appointment](/compassly-docs/core-modules/appointments/client-appointments/unlock-and-edit-signed-appointment.md)
* [Change Appointment Status](/compassly-docs/core-modules/appointments/client-appointments/change-appointment-status.md)
* [Reschedule Appointment](/compassly-docs/core-modules/appointments/client-appointments/reschedule-appointment.md)


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