Decline an Appointment

You may decline to attend an appointment that you have been invited to. To decline:

1)  If you are in the Schedule Tool, find the appointment listing in one of the calendar views.

·      From the weekly or monthly calendar, double click on the appointment to open the daily calendar for that day.

·      Double-click on the appointment listing in the daily calendar to open the Appointment form.

2)  If you are in the record that the appointment is for:

·      Look for it in the Pending User Activity section of the Contact tab or
Click on the Hist tab, and then the ALL subtab (if it is not the active one).

·      Find the appointment in the list and click on . The Appointment form opens.
(Note: The Hist tab – Appointments subtab may show different icons based on the log type, but you can open the appointment from that section also by clicking on the icon.)

3)  Click on the Decline button at the top.

4)  Click on OK to confirm. You will return to the view you were in.

The appointment will be removed from your calendar and an email will be sent to the originator.