Appointment Manage Links

Last updated: 16 April 2026

A manage link is a unique URL for a specific appointment that lets the patient reschedule, cancel, or join a video call -- without logging into the portal.

What Patients Can Do

When a patient opens their manage link, they see a dashboard with their appointment details and available actions:

  • Reschedule - move the appointment to a different date and time
  • Cancel - cancel the appointment (with a confirmation step)
  • Join Video - join the video call (for remote appointments, shown when the appointment is near)
  • Complete Questionnaires - finish any outstanding pre-appointment forms
  • View Attachments - download documents sent with the link

There are several ways to get a manage link to a patient:

  1. Copy from the Appointments list - click the three-dot menu on an appointment and select Copy Manage Link
  2. Automatic notifications - manage links are included in booking confirmation and reminder notifications (if notification templates include the manage link merge field)
  3. Patient Portal - patients can access manage links from the Appointments tab by clicking Manage Appointment

When a patient clicks Reschedule:

  1. They see their current appointment details
  2. They select a new date and time from available slots
  3. They can optionally filter to the same clinician
  4. They confirm the change
  5. The appointment is moved and the old slot is released

The system respects minimum notice periods and advance booking limits set on the appointment type.

When a patient clicks Cancel:

  1. They see the appointment they are about to cancel
  2. They confirm the cancellation
  3. The appointment is cancelled and the slot is released
  4. If the cancellation falls within the late cancellation window, this is noted

Cancellations cannot be undone -- the patient would need to book a new appointment.

Authentication

Manage links can be configured with optional verification:

  • No verification - the link provides direct access (default)
  • Date of birth - patient enters their DOB to verify identity
  • OTP code - patient receives a verification code via SMS or email

Tip: Include the manage link merge field in your appointment notification templates so patients always have easy access to reschedule or cancel.