Cancel Appointment

You can cancel single appointments or cancel the rest of the appointments in a series from the Schedule View. Alternatively, you could reschedule the appointment.

     📌NOTE: Cancelled appointments still display on the schedule for reporting purposes, but you can use the Status filters to filter them out if desired.

👉Jump To [Cancel Single Appointment] [Cancel Remaining Appointment Series] [Helpful Tips]

Cancel Single Appointment

1. Navigate to the Schedule Module in the left side menu.

2. Navigate to current appointment date or click the Search icon and filter to the Client.

   📌NOTE: Click here to learn more about how to navigate, filter, and search your schedule.

3. Double click on appointment and appointment window will open.
4. Click the Action (Three Dots) at the bottom of your screen.
   
    
5. Click Cancel Appointment.
   
    
6. Select Cancellation Code (reason) and click Submit button.
   
    
7. Confirm cancellation.

The cancelled appointment will display on the schedule as red, indicating that it was cancelled.

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Cancel Remaining Appointment Series

You can only cancel appointments in a series that have not already occurred. 

Locate the appointment you would like to cancel, this will cancel the appointment you click on and any future appointments in this series.

1. Double click on appointment and appointment window will open.
2. Click the Action (Three Dots) at the bottom of your screen.
3. Select Cancel Series.
4. Select Cancellation Code (reason) and click Submit button.
5. Confirm cancellation.

The cancelled series appointments will be removed from the calendar.

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Helpful Tips

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