Appointments scheduled in Fileassure can be cancelled and rescheduled on the client info screen for any debtor in the system. By default, all upcoming appointments will be displayed near the bottom of the screen, where you have the option to Reschedule or Cancel the appointment.
Rescheduling appointments
- Click Reschedule
- Select the new details of the appointment such as location, date, time and agent
- Click Re-schedule
This will cancel and remove the old appointment, and send a new invite out to the debtor and place it in the scheduled agent's calendar by default.
Cancelling appointments
- Click Cancel
- Click Ok
This will remove the appointment from the scheduled agent's calendar
Historical appointments
Clicking the drop-down menu will allow you to view appointments of different dispositions for the debtor
