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Understanding how Students cancel Appointments

Students or the institution can cancel appointments - either from the Appointment Calendar page or from when the Appointment is deleted from the CRM Calendar (either directly or via integration with Outlook or Google Calendar).

Notifications are sent to both students and advisors when an appointment is canceled can manually add/cancel an appointment, indicate if a student has attended an appointment and record notes related to the student's appointment.

When an appointment is canceled, several fields are available to collect information on the reason for the cancellation. The Cancelled Reason is a picklist of values (Appointment_Cancellation_Reason__c), and the Cancelled Note allows a user to enter text related to the cancellation.

confirm cancel screen

 

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