Cancel an appointment for a customer

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Dispatchers and agents can cancel appointments for customers.

    Vorbereitungen

    Role required: wm_dispatch, sn_customerservice_agent, sn_customerservice.consumer_agent

    Warum und wann dieser Vorgang ausgeführt wird

    A dispatcher or an agent can cancel an appointment for a customer from a work order. The details for the scheduled appointment appear on the work order form.
    Hinweis:
    An appointment cannot be rescheduled if the current time is within the reschedule/cancel window specified in the service configuration.

    Prozedur

    1. Navigate to All > Field Service > Work Order > All Work Orders.
    2. Open the work order form.
    3. Click Cancel Appointment.
      Hinweis:
      If necessary, configure the work order form and add the Cancel Appointment button.

    Ergebnisse

    The customer receives SMS and email notification that their scheduled appointment is canceled.