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  • When you cancel an appointment, the appointment remains on the calendar but is marked as canceled.

  • Also, there is an entry made on the History tab noting that the appointment was canceled, and the appointment is marked with a strikethrough on the Events and Home tabs.

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Instructions

  1. Click once on the appointment in the calendar to select it.

  2. Optional: If you want Prevail to send a text message to the client to notify of the cancellation, make sure the ‘Notification Message’ box is checked.

  3. Click ‘Cancel Appointment’ at the top of the window.

  4. Click ‘Yes’ to confirm the appointment cancelation.

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Creating a Task, Completing a Task, Creating an Appointment, Modifying an Existing Appointment, Cancelling .vs. Deleting an Appointment, Rescheduling an Appointment.