Canceling an appointment
You can cancel one or more appointments when a customer requests for cancellation.
- 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.