Learn how to Bulk Cancel appointments in the Appointment List (Website/Desktop version)

TIP: Users must have permission to view the Appointment List for this feature to be accessed.

Action

Description

Good to Know

Bulk Cancel Appointments

STEP 1:

Use the filters to find the appointments you need to Cancel

STEP 2:

Select individual appointments or "ALL" by clicking in the boxes to the left of the Appointment Type column.

STEP 3:

Select "Cancel"

A cancellation details window will open and show you how many appointments will be canceled.

STEP 4:

Choose Staff Member or Cancellation Type.

Complete the remaining fields as needed.

After clicking "SAVE" the system will confirm the changes are saved.

You will be brought back to the Appointment List view and you will be able to see the appointments you canceled and the Status that has been applied. (Canceled-Cannot Reschedule) or (Canceled-Needs Reschedule)

Users need "Edit Appointment" Scheduler Permissions
Only Billable and Non-Billable appointments can be canceled in bulk.
Previously canceled appointments cannot be canceled again using this feature
Travel appointments cannot be canceled in bulk at this time.
Appointments with a status Complete cannot be canceled in bulk.
If previously canceled appointments, travel appointments or nonbillable appointments that are marked as "complete" are selected these appointments will not be counted toward the appointments the system will cancel.

Tasks and Notifications

Staff will receive a notification for any appointments that were canceled in their Tasks and Notifications area of the Rethink system.

Cancellations Report

Similar to when appointments are canceled individually; all appointments canceled in bulk will be counted towards the cancellations report.

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