Cancelling and rescheduling are treated as approval moments. When an approver can be resolved they route for sign-off; otherwise the change is applied immediately. For a recurring appointment you can cancel a single instance or the whole series.
Before you start
- You need the scheduling.appointments.manage permission.
- Reschedule re-checks for conflicts against the new time; moving over an occupied slot requires the scheduling.appointments.override_conflict permission.
- An appointment already in a final state (completed, cancelled, no-show) cannot be cancelled or rescheduled.
Steps
Reschedule
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Open Scheduling → Calendar and select the appointment to open its drawer.
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Select Reschedule to reveal the form, then enter a New start, a New end (after the start) and an optional Reason.
[screenshot: Reschedule form in the appointment drawer]
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Select Request reschedule. The new time is conflict-checked, and the reminder is re-armed to fire ahead of the new start.
Cancel
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Open the appointment drawer.
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For a one-off, select Cancel. For a recurring appointment, select Cancel this to drop the single instance, or Cancel series to cancel the whole recurrence chain in one action.
[screenshot: Cancel and Cancel series buttons]
Result
For a cancel or reschedule, the module resolves an approver in this order: an explicitly chosen approver, the organisation’s configured default approver, then the organiser’s line manager from HR. If an independent approver is found, the request is routed for sign-off and the appointment shows a pending approval; if the only candidate is you, or no approver exists, the change is applied immediately. Cancel series is an explicit bulk action and is applied without approval routing. Other lifecycle moves — Confirm, Complete and No-show — are one-click transitions on the same drawer. External attendees who booked through a public page can only request a cancel or reschedule, which always routes through approval.