Changing or cancelling a diary appointment

During day to day business, as your general daily tasks and viewings may vary in length, you may find yourself needing to postpone, change, or even cancel your scheduled diary appointments.

This article includes: 

• Changing a Diary Appointment
• Cancelling a Diary Appointment

Changing a Diary Appointment

1. Click Diary on the main toolbar
2. Locate the diary entry you would like to change and hover over the appointment
3. Click and drag the appointment to the new desired date and/or time
4. You'll be asked if you'd like to change the appointment. Click Yes
5. Hover over the bottom line of the appointment until your mouse changes to a double ended arrow, to extend or shorten it. Click and drag to the desired finishing time
6. You'll be asked if you'd like to change the appointment. Click Yes

Alternatively, you can click on the appropriate appointment and manually make changes to the date and time.

Cancelling a Diary Appointment

1. Click Diary on the main toolbar
2. Locate and click on the diary entry to open the appointment you want to cancel
3. Click Cancel Appointment or Cancel Viewing depending on the appointment type
4. Click Yes or Confirm Cancellation depending on the appointment type

If you modify or delete a market appraisal or viewing, you will be prompted to send confirmation of the changes by email and/or letter. 

Related articles: 

Accessing and filtering branch diaries

Changing the diary day/week view

Printing a Diary agenda