This article explains how to use the Lumary CM Mobile Experience to cancel an appointment that a client is unable to attend.
Required packages and permissions
Available with: Lumary 22 minor release 2 and later.
Permission set: Lumary - CM Mobile User and Lumary - Custom Settings
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 Cancel Client button.
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- Select the Name of the client you wish to cancel.
- 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 Cancel from Session button.
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- The Appointment page will now list the cancellation reason. If the cancellation is claimable, it will be included on the relevant service delivery entry.