8.1.5. Deleting Appointments

Deleting an appointment removes it completely from the system. It should only be used in limited situations, such as:

• The appointment was created by mistake.
• A Volume Client had more appointments scheduled than needed.

❌ Important: If the animal has no history with your clinic and their appointment is deleted, the animal will also be erased from the client profile.

• In most cases, canceling an appointment is the better option, since the client may reschedule later.
• Deleted appointments cannot be recovered. To verify whether an appointment was deleted, check the Audit Log under Clients.

Deleting Restrictions

You cannot delete an appointment if:

• Your User Role does not include permission to delete.
• Drugs have been logged for the appointment.
• Documents are attached (delete these first).
• A payment is attached (refund, repurpose, or delete the payment first).

How to Delete Appointments

Spay/Neuter, Basic Wellness, and Recheck Appointments

• From the Calendar:

1. Open the Spay/Neuter Calendar.
2. Select the date, then choose Appointment Changes.
3. Click Delete.

• From Checkout:

1. Go to Clients > Check In/Checkout.
2. Select the Del checkbox.
3. Click No Show and Delete.

Advanced Wellness Appointments

• From the Advanced Wellness Calendar:

1. Click the appointment.
2. Select Delete.

• From Checkout: ** Same process as above.

Canceling vs. Deleting

• Deleting: Permanently erases the appointment and, if no history exists, may remove the animal from the client’s profile. This action cannot be undone.
• Canceling: Keeps the appointment record and retains the animal’s information. Canceled appointments remain visible in the client’s Appointments tab and the animal’s profile.