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How to Document and Reschedule a Short Notice Cancellation

How to Document and Reschedule an appointment within 48 hours.

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1. Right click on appointment

2. Click “Break Appointment”

3. Click “Cancelled – Copy To Pinboard”

4. Click in the top box and make your note!

5. Right click and copy your note once entered

6. Click “OK”

7. Click “Commlog”

8. Click in the Note box

9. Press [[Ctrl]] + [[V]]

10. Click “ApptRelated”

11. Click “Save”

12. Go out at least 3 weeks

13. Once you find a date click on the appointment on the pin board and drag to the new appointment time on the schedule.



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