E-Training: Canceling vs Deleting an Appointment

This How-to explains the difference between canceling and deleting appointments in Prevail and how to do both of these.

Scheduling adjustments happen often, and you have the ability to cancel or delete an appointment within the software. There is a difference between the two, and deleting appointments affects the history entries, therefore, we recommend that you never delete an appointment unless the appointment was scheduled in error.

Always cancel appointments that were scheduled correctly but were later called off or rescheduled.

• 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.

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.

Related articles

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