Canceling an Appointment

To cancel an In Office or Outcall appointment, navigate to your: 

  1. Business Profile. 
  2. Select Schedule
  3. Locate the appointment you need to cancel. 
  4. Select the appointment block to open the side menu. 
  5. Select Edit to open the appointment details. 
  6. Select Cancel Appointment
  7. Add Cancelation Notes (optional). These are for internal use only and display in the Activity section of the Client's record. 
  8. Check Cancelation email to client to send a Cancelation email. Deselect to not send one. The option to send will not be available if the Client doesn't have an email address on file. 
  9. Select Cancel: no charge to cancel the appointment and to return to the Schedule. 
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