FAQs in this section
What are Appointment Pages?
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 automatically assign an appointment to a rep?
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 cancel an appointment with a customer?
Table of Contents
You can cancel an appointment in two ways:
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:
- 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:
- Click the Main Menu.
- Go to Essentials.
- Click Events.
- Select and open the event related to the customer appointment that you want to cancel.
- Click the Status button on the top-right..
- Click Canceled.
- 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:
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:
- Open the confirmation email.
- Click Cancel.
- Enter the reason for cancelation.
- Click Submit to confirm the cancelation.
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