Canceling an Appointment in Reach

Prerequisites: The user must have the CMC – Faculty / Instructor or CMC – Student Advisor / Recruiter roles.

A staff member / student advisor can cancel a future appointment that’s scheduled with a student / parent or another advisor. It can be canceled when it’s not possible to carry on with the appointment at the scheduled time.

  1. Click X in a booked appointment

    The Cancel Appointment dialog will be displayed.

  2. Specify the cancellation reason and then click Yes. The appointment will be canceled and will be displayed as a read-only record in the All Appointments view in the Activities grid.

  3. If Mark as blocked is selected, the canceled appointment slot will be blocked and will be displayed as follows:

    This means it will not be displayed as available even though the appointment is canceled. Also, the slot cannot be booked for other appointments.

    Click X in a blocked appointment to clear the slot, after which another appointment can be scheduled in the same slot.

  1. View the appointment record that you want to cancel and then click X.
  2. On viewing the Cancel Appointment dialog, perform the steps described in the above procedure.
  1. View the appointment record in the Activities grid.
  2. Click Close Appointment, select the Canceled state and then click OK.

Note: While you’re not restricted from reactivating a canceled appointment, it’s recommended not to do so. Instead, create a new appointment.