FAQs in this section
How can I access Appointment Pages?
What is a Meet Me page?
What is an Auto-Assigned page?
What is a Group Event page?
What are the types of Appointment Pages in Vtiger CRM?
How do I share an appointment page with a customer?
How do I create a Meet Me page?
How do I create and share a group event page?
What are the different methods to share an appointment page with my customers?
Can I add new questions for the invitee in an appointment page?
How do my customers schedule an appointment with me?
How do my customers register for a group event?
How do I see my scheduled appointments?
Can I have my customers fill out a form before scheduling an appointment with me?
Can I prevent scheduling appointments that are less than an hour away?
Can my customers schedule an appointment with me on a future date?
How do I share my schedule with a customer so they can pick a time for an appointment?
How can my customers cancel an appointment?
How do I reschedule an appointment?
How do my customers reschedule an appointment?
How do I prevent back-to-back appointments?
Is it possible to validate customers via OTP while sharing an appointment page?
How can I rearrange questions in the Appointments Pages?
Can I rearrange all types of questions in the Appointment Pages?
Are there any exceptions to the draggable questions in the Appointment Pages?
How do I automatically assign an appointment to a rep?

How do I cancel an appointment with a customer?

You can cancel an appointment in two ways: 
  • By marking the related event as Canceled
  • By using the Cancel option in the confirmation email

Marking related event as Canceled
When you share an appointment page with a customer and they schedule an appointment using the page, Vtiger CRM automatically creates an event for the appointment. 

To view an event, click the Main Menu > Essentials > Events.

To cancel an appointment, mark the related event as canceled. 

Follow these steps to mark an event as Canceled:
  1. Click the Main Menu.
  2. Go to Essentials.
  3. Click Events.
  4. Select and open the event related to the customer appointment that you want to cancel.
  5. Click the Status button on the top-right..
  6. Click Canceled.
  7. Click Save
Note: When you mark a related event of an appointment as Canceled, the change reflects in the appointment page under Sales > Appointment Pages


Canceling through email

When a customer schedules an appointment with you, you will receive a confirmation email. The email contains options to reschedule and cancel the appointment.

Follow these steps to cancel an appointment:
 
  1. Open the confirmation email.
  2. Click Cancel.
  3. Enter the reason for cancelation.
  4. Click Submit to confirm the cancelation.
     
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