Cancel an appointment for a customer

Dispatchers and agents can cancel appointments for customers.

Before you begin

Role required: wm_dispatch, sn_customerservice_agent, sn_customerservice.consumer_agent

About this task

A dispatcher or an agent can cancel an appointment for a customer from a work order.

Procedure

  1. Open the work order form.
  2. Click Cancel Appointment.
    Note: If necessary, configure the work order form and add the Cancel Appointment button.
    The appointment is cancelled and an appointment cancelled email is sent to the customer.