Follow these steps to cancel an appointment from a lead’s profile in DenGro:
✅ Step 1: Go to the Lead Detail Page
Navigate to the 'Lead Detail' page for the lead in question.
✅ Step 2: Cancel the Appointment
Scroll to the 'Treatments' section and click 'Cancel Appointment' within the treatment pod.
✅ Step 3: Complete the Cancellation Details
You'll be prompted to confirm the reason for cancellation:
Does the lead need to be contacted again? 📞
Have they decided not to go ahead with treatment? ❌
✅ Step 4: Confirm Cancellation
Click 'Done' to save your changes and complete the process. 💾