Role Permissions- Cancel Verified/Unverified Appointments
Based on user feedback two new role permissions have been added that will allow company admin to provide staff with permission to cancel verified and/or unverified appointments.
Step | Description | Good to Know |
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Set Up Permissions | In company account>roles>edit permissions New options are viewable:
When this permission is selected, “view appointments” and “view calendar” permissions will automatically be selected, if not previously checked.
When this permission is selected, “Cancel Unverified Appointments”, “View Appointments” and “View Calendar” permissions will automatically be selected, if not previously checked. |
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Cancel Unverified Appointments Permission | Users will be able to see the “cancellations” section of appointment details and use the checkboxes to cancel unverified appointments.
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OR Do not have:
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Cancel Verified Appointments Permission | Users will be able to see the “cancellations” section of appointment details and use the checkboxes to cancel verified appointments |
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Bulk Cancel appointments in the Appointment List | When selecting a verified appointment(s) in the appointment lists users without permission to cancel verified appointments will see error messaging to inform them they do not have permission to take this action. Select 1 appointment Error Message: Select multiple appointments Error Message
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