How to Remove an Appointment

The "Appointments" section offers a quick overview of both upcoming and past appointments, displaying essential details such as:

  • The appointment's date and time

  • The current status of the appointment

  • The calendar on which the appointment was scheduled

  • The user assigned to the appointment

Steps to Remove an Appointment

  1. Access the Smart List: Go to the "Smart List" found within the "Contact" category. Locate and click on the name of the contact whose appointment you wish to remove.

Smart List Contact

  1. View Appointment Details: After clicking the contact’s name, you will be directed to their "Contact Details" page. From here, navigate to the "Appointment" tab.

Appointment Tab

  1. Delete the Appointment: Look for the delete icon resembling a trash bin. Click this icon to initiate the deletion process and confirm when prompted.

Delete Icon

  1. Confirmation: After deleting, the appointment's status will automatically update to "Cancelled."

Cancelled Status

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