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How to reschedule an adviser booking

You can reschedule your own adviser appointments inside the Welfie app; there's no need to call. If you need to cancel, you'll need to chat with us so we can help you do it.

You can move a meeting with your adviser yourself, in the Welfie app.

Steps

  1. Open the Welfie app and go to the Booking tab.
  2. On your meeting card, tap Reschedule.
  3. Pick a new time and confirm it.

Your meeting card then shows the new date and time.

Tip: on the Welfie tab, you can also tap Manage booking to go straight to your meeting.

How to cancel a meeting

You can't cancel a meeting in the app. Chat with us and our team will cancel it for you.

If something isn't working

  • Your meeting isn't showing: pull down on the Booking tab to refresh it. If it's still missing, chat with us and tell us the date and time of your meeting.
  • Reschedule is greyed out: check you're connected to the internet.

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Still need help?

Tap the chat icon at the top right of the screen and our team will help. If chat isn't available, call us on 1300 471 314 or email info@picturewealth.com.