How to move an appointment to a new time, cancel an approved order, and bring an archived order back.

Before you start

Scheduler only

Inspectors have read-only access to Orders and can't reschedule or cancel them.
Viewing All Teams is also read-only — switch to a single team from the team switcher first.

There is no “Canceled” status

A Order is never marked "Canceled". Canceling an Approved Order moves it back to Read, so it stays in your list and can be approved again if the client comes back. See Order Statuses for the full list of statuses and how they flow.

Rescheduling an Appointment

Open the Appointment Tab

Open the Order and click the Appointment tab. You'll see the current date and time.

The Appointment tab on an order showing the scheduled date, time, and action buttons

Click Reschedule

Click Reschedule. A panel opens with a calendar and your available time slots.

If the Order doesn't have an appointment yet, the button is called Schedule Appointment instead.

Pick the New Date and Time

Choose a date, then pick one of the available times — or use Custom time to enter a time that isn't in the list. Click Confirm.

The time slot picker showing a calendar, available times, and a custom time option

What happens when you reschedule

If the Order is Approved or Complete, the panel shows a notice: changing the appointment will trigger update notifications to the client and agents.
On an Approved Order, any pending automated notifications are updated to match the new date and time, so reminders go out at the right moment.
If the appointment is linked to a Google Calendar event, the event is moved too.
If you've set up an automation with the Rescheduled trigger, it fires when the appointment changes. See Setting Up Automations.

Canceling just the appointment

If you only need to clear the scheduled time — but keep the Order — click Cancel Appointment on the Appointment tab and confirm. This clears the scheduled appointment and deletes the linked Google Calendar event if one exists. The Order itself keeps its status.

Rescheduling a single notification

You can also move one pending notification without touching the appointment. On the Order's Automations tab, find the notification in the Pending list, click the calendar-clock icon, pick a new date and time, and click Reschedule.

The reschedule popover on a pending notification with date and time fields

Canceling an Order

When an Approved Order falls through, cancel it — the Order moves back to Read and stays in your list, ready to be approved again if the client rebooks.

Open the Order

Open the Order's detail page and click the ⋯ menu.

Choose Cancel Order

Choose Cancel Order. A dialog explains what happens when you confirm:

Open invoices are voided
The Order is marked as unpaid
The agreement is marked as unsigned
The status moves back to Read
The linked Google Calendar event is removed, and pending automated notifications are canceled

Your records are kept

Canceling doesn't delete anything. Uploaded documents, signed agreements, and generated invoices all stay on the Order — invoices are just marked canceled. If the client already paid, handle the money separately — see Refunds and Voids.

On mobile, open the Order and choose Cancel Order from the menu — the same confirmation applies.

A Order that was never approved doesn't need canceling: leave it in New or Read, or delete it from the ⋯ menu if it shouldn't be kept at all.

Archiving has been removed

Older versions let you archive Orders. That option is gone — cancel approved Orders instead. Orders archived in the past are still there under the Archived status filter and can be restored (below).

After a reschedule, the Appointment tab shows the new date and time, and pending notifications on the Automations tab show updated send times.
After canceling, the Order shows a Read badge, its open invoices show as canceled, and the payment and agreement indicators reset.
After restoring, the Order shows a New badge and is back in your active list.

If Something Goes Wrong

Google Calendar didn't update. If the calendar sync fails, the appointment change in the dashboard still saves. Open the Appointment tab and use Sync to Google Calendar to relink it.
The Cancel Order option is missing. It only appears on Approved Orders. You may also be in read-only mode — Inspectors can't cancel, and neither can anyone viewing All Teams. Switch to a single team or ask a teammate with scheduling access.
A client was already invoiced. Canceling voids open invoices but never refunds money. Refund paid invoices from the Billing tab — see Refunds and Voids.

Rescheduling and Canceling an Order