Cancel a client's appointment

This article explains how to use the mobile app to cancel an appointment that a client is unable to attend.

To record that a client has cancelled their appointment:

1. Navigate to the scheduled date of the appointment and tap on the relevant appointment panel.
2. Tap on the name of the client.

This will open Salesforce. If you don't have Salesforce integration, the steps will be slightly different. Skip ahead to learn how to cancel an appointment without Salesforce.

3. Tap on the Cancel icon at the bottom of the screen.
4. Tap in the picklist and select a reason for the cancellation. To claim the cancellation under the NDIA, you'll need to select:

1. No show due to health reason
2. No show due to family issues
3. No show due to unavailability of transport, or
4. Other

5. Tap on the Confirm button.

6. Tap on the Lumary icon to go back to the appointment. You may need to swipe up to reveal the menu panel at the bottom of the screen.
7. The client's panel will now list the cancellation reason. If the cancellation is claimable, it will be included on the relevant service delivery entry.

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Cancel an appointment without Salesforce

If you're not using Salesforce integration, once you've navigated to the client's record:

1. Tap on the More icon at the bottom of the screen.
2. Tap on the Cancel appointment text link.
3. This will open a list of reasons for the cancellation. To claim the cancellation under the NDIA, you'll need to select:

1. No show due to health reason
2. No show due to family issues
3. No show due to unavailability of transport, or
4. Other

4. Once you've selected a reason, tap on the Save button.

5. The client's panel will now list the cancellation reason. If the cancellation is claimable, it'll be included on the relevant service delivery entry.

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