Delete Appointment or Series

You can delete one appointment or series from the Schedule. This fully removes it from the schedule. 

This can be done if an appointment was created in error or if you truly don't need the appointment/series anymore. Alternatively, use cancel to retain record of the cancellation.

👉Jump To [Delete an Appointment] [Delete a Series] [Helpful Tips]

Delete an Appointment

1. Navigate to the Schedule Module in the left side menu.
2. Double click on appointment to delete.
3. Click Delete button and confirm deletion.
   

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Delete a Series

In order to delete a Series we recommend cancelling the series first. This will mark the first appointment in the cancelled series as cancelled and remove (delete) the rest. You can then quickly delete the first cancelled appointment if desired.

1. Navigate to Schedule > double click on series where you would like to start deleting.
   
    
2. Click the three dots > select Cancel this & following Appts.
   
    
3. Select Cancellation Code.

This will mark the first in the series as cancelled and the rest will be removed.

4. Double click on the first cancelled appointment.
5. Click Delete button and confirm delete.

All appointments will now be deleted from the Schedule.

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Helpful Tips

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