Calendar & Appointments
Updating, Cancelling, And Deleting Appointments
How appointment updates work, which roles can change status, and the difference between cancelling and deleting.
Who can edit appointment details?
Admins and supervisors can edit learner, therapist, start and end times, location, notes, and status from the appointment page.
Who can update appointment status?
Therapists can update the status of their own appointments. Managers can also update appointment status.
Cancel versus delete
- Cancel keeps the appointment record and marks it as cancelled.
- Delete removes the appointment permanently.
Recurring scope options
For recurring appointments, managers can cancel or delete:
- This occurrence only
- All future occurrences
- Entire series
Cancellation also supports an optional reason.