Required Permission: Delete Appointment

To cancel an appointment open the customer deal card and navigate to the Activity Tab.

Under the Planned activity section you will see the word Delete under the scheduled appointment. Click delete to cancel the appointment.

If you do not see the word Delete you do not have permission to cancel an appointment.

A confirmation window will appear. Click yes to confirm you want to delete the appointment.

If you have any questions, please reach out to your Customer Success Team by clicking on the Support Icon found in the bottom right-hand corner of DriveCentric!