Lesson 2 – How To Cancel & Reschedule an Appointment

Lesson 16 Module 2

How To Cancel an Appointment From Your Lead Connector Phone App

Canceling an appointment is an important step as part of the automation process. When a person requests and appointment cancellation for a trial class, it is important to cancel their appointment in the system so that:

The person stops receiving the automation with initial appointment reminders to get them to come to the trial class;
The person gets automatically added to a campaign asking them when they would like to reschedule the appointment.

Below are the two ways in which you can cancel an appointment:

Cancellation from the Conversation Screen with the person who booked
Cancellation from the Dashboard Screen

1. Cancellation from the Conversation Screen

Step 1: Ensure you are in the Conversation screen
Step 2: Click on the three dots in the top corner
Step 3: From the drop down menu, click on View Contact
Step 4: Go to the Appointments Tab on the Top Row
Step 5: Find the Appointment that says "Confirmed" & click on it
Step 6: Click on the pencil at the top right corner
Step 7: Under Appointment Status, click the drop down menu
Step 8: Change the Status from "Confirmed" to "Cancelled"
Step 9: Press the check mark at the top right corner to finalize the cancellation
Step 10: You will then go back to the conversation with the person and manually ask them when they would like to reschedule the trial class.

2. Cancellation from the Dashboard Screen

Step 1: Press on the Calendar Icon at the bottom left of your screen
Step 2: Once the calendar opens, look for the person from the list below the calendar (person booked will be highlighted in blue)
Step 3: Press the Name of the Person who cancelled
Step 4: This will open a Menu with from which you will change the status to "Cancelled"
Step 5: Press "Yes" when asked if you're sure you want to cancel the appointment. Once the appointment is cancelled, the person's name will be highlighted in Red

How To Reschedule an Appointment From Your Lead Connector Phone App

Step 1: Ensure you are in the Conversation screen
Step 2: Click on the three dots in the top corner
Step 3: From the drop down menu, click on View Contact
Step 4: Go to the Appointments Tab on the Top Row
Step 5: Find the Appointment that says "Cancelled" & click on it
Step 6: Click on the pencil at the top right corner
Step 7: Change the time and date under "Appointment Date" by selecting from the drop down menu with time slots
Step 8: Under Appointment Status, click the drop down menu
Step 9: Change the Status from "Cancelled" to "Confirmed"
Step 10: Press the check mark at the top right corner to finalize the cancellation.

An automated message will then be sent by the system to the person, confirming the newly booked appointment.