How do I cancel or change a calendar entry?

If you need to cancel, reinstate or alter a single calendar entry or session, you can use our calendar view to make necessary changes

Cancelling a Calendar Entry

If a session needs to be cancelled, you can do so from the Schedules Calendar option. This is will cancel a single session without affecting any of the other sessions on the schedule. Attendees will be notified by email that the session has been cancelled. Any refunds or credit will need to be raised manually: the system will not raise credit or refund the customer without input.

Steps

  • Navigate to Settings > Schedules > Calendar View
  • Find the calendar entry you need to cancel
    • Note, this entry must be in the future
  • Click on the calendar entry

selectcalendar

 

 

  • On the window that opens up, click "Cancel calendar entry"

Reinstating a Calendar Entry

If you cancel a calendar entry and want to reinstate it:

  • Navigate to Settings > Schedules > Calendar View
  • Find the calendar entry you need to reinstate. It will be highlighted in red
    • Note, this entry must be in the future
  • Click on the calendar entry
  • Click "Reinstate calendar entry"

This will return all of the previous attendees to the timetable. It will not contact them, or raise any invoices. 

Editing a calendar entry

You edit individual calendar entries to change the following settings:

  • Start and end times
  • Location
  • Deny trials
  • Alter the maximum capacity

Note: You cannot change the date of an individual calendar entry. If you need to change the date of a session, you will need to create a  new custom schedule for that product with the new date, and add your contacts to it.

To access these options:

  • Navigate to Settings > Schedules > Calendar View
  • Find the calendar entry you need to edit
    • Note, this entry must be in the future
  • Click on the calendar entry
  • Click "Edit calendar entry"
  • Make the changes necessary then click "Save".