Cancel Appointment

What this page is for:
 Cancel a booked sales appointment and optionally set a next-day reminder. Required reason. Restricted Sales cannot use Cancel Event on the opportunity card; they also cannot edit/cancel others’ events.

Where: Opportunity Scheduling → Cancel Event, or Event Details → Delete on an opportunity appointment

Steps:

1. Cancel Appointment? — Please provide a reason for cancelling. This action cannot be undone. Select a reason… then: Customer rescheduled, Customer no longer interested, Customer not available, Weather / unsafe conditions, Duplicate / created in error, Reassigned to another rep, No answer / could not confirm, Customer went with another company, or Other… (Enter reason). Empty: Please select a reason for cancellation. Yes, cancel it / Back.

2. Success: Appointment Cancelled — Set a reminder to follow up tomorrow (YYYY-MM-DD)? Set reminder / No reminder. If set: Reminder Set — We'll remind you on {date}.

3. List fail: Error — Failed to cancel the appointment.