Edit or delete my appointment
You can edit your appointments either on the dashboard, or in the app if you have already synced your appointment to your mobile device.
To edit on the dashboard (note our handy date filters enable you to filter the list between two dates)
Click ‘Appointments’ from the left hand side menu and select 'Manage Appointments', or click 'Manage' in the Appointments tile below the map.
Alongside each appointment is a pencil icon to edit the appointment. Click the pencil and edit the necessary details for the appointment. Please note that:
If the appointment has not been synced to the app, you will be able to edit all the details including address and report template.
If the appointment has already been synced to the app, you will only be able to edit the date and time. If you need to edit any other details, we recommend you delete the appointment and reschedule a new one.
You can delete the appointment by clicking the 'bin' icon or use the check box on the left hand side.
You can delete in bulk by clicking the check boxes on the left hand side of the address and tapping the 'Delete Selected Appointments' button in the top banner.
Tip: Filter your appointments between two dates to avoid accidentally deleting new upcoming appointments or as a management tool to delete very old appointments that didn't go ahead.
To edit in the app
Tap the property address to go to the Appointment Details screen.
Then press the 'pencil' icon and edit the date and time details, or click the Delete button if the appointment is no longer required.
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