Skip to content
Log inSign up
Templates
Update appointment records in your booking table on cancellations

Update appointment records in your booking table on cancellations

Your mortgage appointment records keep canceled slots active, causing booking conflicts and wasted advisor time. Update table records so advisors see real availability and rebook clients same day.

Update appointment records in your booking table on cancellations

Overview

Canceled appointments commonly leave stale availability that ties up advisors and reduces revenue opportunities. This workflow keeps your booking table current so operations and advisors can see and repurpose freed slots, enabling same-day rebooking and fewer scheduling conflicts.

Update appointment records in your booking table on cancellations