If you’re using version 3 - click here for the transition milestone dates and the transition calls.

How Can a Prospect Cancel or Reschedule an Appointment?


Since a prospect doesn't have access to your private client portal and calendar, you can use the replacement tag $APPOINTMENT_DIRECT_LINK$ in your sample session appointment confirmation and reminder templates, which creates a direct link to the appointment in case the prospect would want to cancel or reschedule the appointment.


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