Canceling an appointment
You can cancel one or more appointments when a customer requests for cancellation.
Procedure
- Log on to Sterling Store Engagement and switch to the Customer Service View by using the eye icon.
- In the More Tasks portlet, click Appointments. The Appointments portlet opens.
-
Navigate to the Appointment Summary screen of the appointments that you
want to cancel.
For more information, see Viewing appointments.
-
From the Appointment Summary screen, click Cancel
appointment on the More menu.
The Cancel Appointment window opens.
- If there is a single appointment, select the appropriate cancellation reason from the list and then click OK. The appointment is canceled and the Appointment Summary screen is updated.
- If there are multiple appointments, select the appointments that the customer would like to cancel and then click OK. The selected appointments are canceled and the Appointment Summary screen is updated.