Applies to: All
Cancelling is how you take an appointment off the calendar. Cancelled appointments are hidden from the calendar's default view rather than erased, so the record stays available.
Overview
Select Appointments from the left-hand navigation.
Select the appointment on the calendar to open its side panel.
Select the ⋯ menu, then select Cancel.
Add a cancellation reason if it is useful.
Select Confirm.
Step-by-Step Guide
1. Select Appointments from the left-hand navigation, then select the appointment you want to cancel. Its side panel opens.
2. Select the ⋯ menu in the top-right corner of the panel, then select Cancel. This is not the same as Cancel in the panel footer, which discards unsaved edits and leaves the appointment in place.
3. Add a cancellation reason. This step is optional, but it is helpful for tracking and understanding why appointments are being cancelled.
4. Select Confirm. The appointment is marked as cancelled and comes off the calendar.
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