Delete Appointments

You can delete appointments from the Client Profile page, Calendar, or the Today tab.

From the Client Profile Page

1. Go to the Client Profile page of a lead.

2. In the  Activity section of the Client Profile page, look for the appointment you want to delete. You may need to click on the white triangle icon to view the entire activity list.

3. Bring your cursor over the appointment and a small blue triangle icon will appear. 

4. Click on the small blue triangle icon, then select Delete.

5. You'll be prompted to confirm, click Ok.

From the Calendar Tab

1. Go to the Calendar tab and search for the appointment you want to delete.

3. Click on the appointment you want to delete to view your options.

4. Select Delete.

5. You'll be prompted to confirm, click Ok.

From the Today Tab

1. Go to the  Today tab and scroll to the bottom of the page to view the Appointments section.

2. Bring your cursor over the  appointment and a small blue triangle icon will appear. 

3. Click on the small blue triangle icon, then select Delete.

4. You'll be prompted to confirm, click Ok.