Front Desk Role: Canceling and Rescheduling Appointments

Front desk agents will be tasked with canceling and rescheduling appointments. This resource illustrates how to do both.

Canceling an Appointment

On the group calendar, click on the appointment you would like to cancel. This will open the Appointment Details window. Click on the red “Cancel Appointment” button to begin the cancellation process (Figure 1). If you are sure you want to cancel the selected appointment, input a reason for cancellation and click “OK” to finish canceling the originally selected appointment.

Figure 1

Cancel Appointment

Rescheduling an Appointment

For a same-day reschedule to a different counselor or to a different time, click the appointment you’d like to move and drag and drop it into the time slot and calendar of the person you’d like to reschedule to or with (Figure 2).

Figure 2

The 2:00 pm appointment on Mike’s column of the calendar has been dragged to 2:30.

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