How do I reschedule or cancel an appointment?
Use the meeting's buttons on the prospect's detail page: Showed, No Show, Cancel, or Resched.
Steps
- Open the prospect and find the meeting in the Meetings section.
- For a scheduled meeting you'll see ✓ Showed, ✗ No Show, Cancel, and Resched.
- Cancel removes the event from Google Calendar; Resched opens the Book Meeting modal pre-loaded with the meeting.
Cancel or reschedule flips the lead's disposition out of "appointment set" back into follow-up so it re-enters your queue. A lead can also request a reschedule by replying to their reminder text.
Where this lives in the app
This is documentation for Virtual Closer. Book a walkthrough or sign in.