📝 Overview
This article explains how to edit a closed ticket in the software. This feature allows you to make changes like adjusting the appointment time, updating the assigned employee, or modifying payment methods without needing to void and recreate the ticket.
✍️ Edit Ticket Details
Update appointment-related information such as time, type, or staff assignment on a closed ticket.
Click the arrow to learn how to update appointment details
Click the arrow to learn how to update appointment details
⚠️ Disclaimer:
You cannot add or remove services, products, or tips if the original payment has already been processed. To make those changes, you must void the ticket and create a new one.
💡Pro Tip:
Add a note to the ticket to document what was changed and why, especially for record-keeping.
Open the Appointment Book.
Locate and select the closed ticket you want to edit.
Click Appt Details.
Click Edit Ticket from the screen or go to Actions → Edit Ticket.
Make any of the following updates:
Start time
Appointment Type
Confirmation Type
Assigned employees
Click Save in the upper-right corner to apply the changes.
💵 Edit Payments and Tips
Use this option to update payment types or modify tips on a closed ticket
Click the arrow for step-by-step instructions
Click the arrow for step-by-step instructions
⚠️ Disclaimer:
After editing, the total on the ticket must be $0.00. If you need to add a new charge, you must create a separate transaction.
Navigate to the Appointment Book.
Open the ticket and click Appt Details.
Go to Actions → Edit Payments and Tips.
On the payment screen, click Proceed to Payments.
To edit tips:
Click Edit Tips to update the amount or split tips between staff.
To change the payment method:
Click the X next to the existing payment under the Payments section.
Select a new method (e.g., Credit, Cash, Gift Card).
If there is a remaining balance due, you must collect payment before continuing.
Click Complete Transaction to save the changes.
❓ FAQs
Find answers to common questions or additional details that may not be covered in the main instructions.
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
Can anyone edit a closed ticket?
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Click the arrow to view the answer
No. You must have a role with the appropriate permissions enabled in the system settings.
Will editing a ticket affect reports?
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Click the arrow to view the answer
Yes, editing a ticket can impact reporting and inventory calculations.
Is there a time limit for editing closed tickets?
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Click the arrow to view the answer
No strict time limit, but it’s best to make edits as soon as possible to avoid inconsistencies and ensure accurate reporting.
Can I see who edited a ticket?
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Click the arrow to view the answer
Yes. The Activity Log includes user actions like modifying a ticket. That can be found under More then selecting Activity Log. If more than one employee is using a single set of login information, the activity log will only show the name associated with the employee profile currently logged in.