If an estimate appointment or meeting no longer needs to happen, you can cancel the event. Canceled events are removed from your Calendar and Map, but the history remains visible on the related Deal, Contact, and Company activity timelines.
Canceling an Event
Open the Event Details dialog.
From Month view > select the day then "..." (menu) and Cancel
From Day/Week view > select the event then Cancel
From Deal/Contact/Company > open the preview of the event and Cancel
Choose whether to send a cancellation email to the customer.
Confirm the cancellation.
What Happens Next
The event will be removed from the 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 event date, time, or assigned estimator, edit or reschedule the event instead of canceling it.