Cancel scheduled booking, archive record, and rename folder
Cancel scheduled booking, archive record, and rename folder
You mark cancellations in your scheduling sheet but bookings stay active and folders remain unflagged. It cancels the booking, renames the prospect folder, and logs an archival row same day.
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Overview
If your ops team is manually flagging cancellations in a shared scheduling sheet, bookings can remain live and cause wasted outreach. This flow cancels the booking, renames the prospect folder, and logs an archival row so your team avoids follow-up and keeps records accurate within minutes.