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How do I cancel an appointment with a customer?

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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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