Cancelling an appointment in Claire (V8)
Sometimes it is necessary to cancel an appointment in Claire. This article explains step by step how to do this. We also cover how to identify and reopen a cancelled appointment.
How to cancel an appointment in Claire?
Step 1:
Open the appointment you want to cancel.
Step 2:
Click the Cancel button (see image below).
Step 3:
Select a reason for cancelling the appointment.
You can choose from the following options:
- Customer No Show
- Customer Cancellation
- Dealer Cancellation
- Other reasons
If you select Other reasons, a field appears where you can enter your own reason.
Step 4:
Click Cancel to confirm the cancellation.
How to recognise a cancelled appointment?
A cancelled appointment can be recognised by the symbol/status on the appointment detail page (see image below).
Note:
When cancelling an appointment, the Online check-in will not be sent.
If the check-in has already been sent, the communication is closed and cannot be answered.
Activity log
You can also see that an appointment has been cancelled in the appointment activity log. This records the cancellation, including the reason and the user who made the cancellation.
How to reopen a cancelled appointment?
If you have the Dealer admin role, you can reopen an appointment by clicking the Reopen button (see image below).
Note:
Work orders cancelled via the DMS can be reopened in Claire. To do so, follow the following steps:
- Pin the cancelled appointment.
- Update the appointment date in the DMS and reopen the appointment.
- Wait 5 minutes for the next update.
Related Articles
The appointment detail page (V8)
In the work order, you will find the job description, issues identified by the mechanic, the points approved by the customer, and much more. We will guide you step by step through the meaning of everything you see on this page so that you fully ...Navigating through the appointment list (V8)
Each action starts from the appointment list. Here, you can view all the appointments for the selected day and the status of each appointment. Access The appointment list opens as soon as you log into Claire, unless you have specified otherwise in ...Skip appointment status setting
With this new setting enabled a checklist will not update the appointment status and is available in every status. This option allows mechanics to always add missing information to a checklist. To enable this setting, please contact Support. How it ...Quick start with Claire - Receptionist
After you log in, Claire's main page will open. On the Main page you will find all important basic information to keep an overview of the work orders. If you want to know a detailed explanation of all icons and possibilities, you can easily go to our ...Canceling an appointment (WO)
Purpose This new feature allows users to identify an appointment has been canceled and add a reason why. Reports on canceled appointments are also available at the Location reports and Dealer reports. Access Only when the appointment is still set ...