If you experience a scheduling mistake, such as a duplicate appointment, you must cancel the past appointment to remove it from your appointment list. To remove a past appointment:
Navigate to Appointments via the sidebar menu. The List view is often the fastest and is accessible via the toggle on the upper right.
🌟 List view allows you to search for the desired appointment using filters. Consider using the Past tab and an Unsubmitted status when looking for previous sessions.
Locate the previous appointment and select it.
In the appointment details, select Actions > Cancel Appointment from the dropdown menu in the upper right. This will direct you to a new tab where you indicate that the cancellation is due to scheduling reasons.
🌟 To adhere to the cancellation policy, please select the most accurate reason for deleting or 'canceling' the appointment in the next step. Cancellations made at the client’s request or client no-shows are not counted towards warnings or consequences.
Include a cancellation note to your client to avoid confusion. Message templates are provided, but can be fully customized.
Finally, the appointment will be removed from your calendar and the Past appointments tab.