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:
- Navigate to the scheduled date of the appointment and tap on the relevant appointment panel.
- 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.
- Tap on the Cancel icon at the bottom of the screen.
- Tap in the picklist and select a reason for the cancellation. To claim the cancellation under the NDIA, you'll need to select:
- No show due to health reason
- No show due to family issues
- No show due to unavailability of transport, or
- Other
- Tap on the Confirm button.
![]() |
![]() |
![]() |
- 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.
- 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.
![]() |
![]() |
Cancel an appointment without Salesforce
If you're not using Salesforce integration, once you've navigated to the client's record:
- Tap on the More icon at the bottom of the screen.
- Tap on the Cancel appointment text link.
- This will open a list of reasons for the cancellation. To claim the cancellation under the NDIA, you'll need to select:
- No show due to health reason
- No show due to family issues
- No show due to unavailability of transport, or
- Other
- Once you've selected a reason, tap on the Save button.
![]() |
![]() |
![]() |
- 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.