Bulk Cancel and Delete Appointments
- Dawn Mackey
- Dawn Mackey (Unlicensed)
This feature allows users to bulk cancel or delete multiple appointments at a time in the Appointment List area of the Scheduler. (Website/Desktop version)
TIP: Users must have permission to view the Appointment List for this feature to be accessed.
| Action | Description | Good to Know |
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Bulk Delete Appointments | STEP 1: Use the filters to find the appointments you need to delete.
STEP 2: Select individual appointments or "ALL" by clicking in the boxes to the left of the Appointment Type column. STEP 3: CLICK THE "ACTIONS" ICON THEN choose "DELETE"
STEP 4: Confirm you want to delete all the selected appointments.
When user selects "delete" option a message confirming the appointments were deleted will appear.
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| Bulk Cancel Appointments | Follow Steps 1 and 2 above same as deleting appointments 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" 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)
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| Tasks and Notifications | Staff will receive a notification for any appointments that were deleted or 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. |
