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How to Cancel a Sales Event

Learn how to cancel scheduled sales events and estimate appointments in PaintScout while keeping activity history intact.

Written by Nastassia Reicher

To cancel a sales event in PaintScout, open the event from your Calendar, Deal, Contact, or Company page and select Cancel. You can optionally send a cancellation email to the customer.

Canceled events are removed from your Sales Calendar and Map, but the history remains visible on the related Deal, Contact, and Company activity timelines.


How to Cancel a Sales Event

​1. Open the Event Details dialog.

  • ​From Month view > select the day then "..." (menu) and Cancel​

Screenshot showing how to cancel an appointment from the Calendar month view using the More menu
  • From Day/Week view > select the event then Cancel​

Screenshot showing how to cancel an appointment from the Calendar day or week view
  • From Deal/Contact/Company > open the preview of the event and Cancel

2. Choose whether to send a cancellation email to the customer.

3. Confirm the cancellation.


What Happens After Canceling?

  • The event will be removed from the Sales Calendar and Map.

  • The event will no longer appear in the Deal’s Events section.

  • A record of the cancellation will still appear in the Activity log of the related Deal, Contact, and Company pages.

Pro tip: If you only need to change the sales event date, time, or assigned estimator, edit or reschedule the event instead of canceling it.

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