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Reschedule, cancel or delete a scheduled item

Change a scheduled item without leaving the Schedule section. You can move it to a new date and time, open it in its own module to edit the content, cancel it, or delete it. The change is made on the real item in WhatsApp, CRM, Email, Social or Appointments, not only on the Schedule.

Before you start

  • You can open Schedule in the left rail. See View everything scheduled.
  • Your role can change the item in its own module. For example, to cancel an email campaign you need Email Marketing access.
  • Your browser window is wide enough to show the details pane. The action buttons live there.

Steps

Open the item

  1. Open Schedule in the left rail, then select All schedules.
  2. Click List, then click the item. Its details open on the right. In Calendar view, click the item's chip instead; the page switches to List with the item selected.
  3. Below the details you see four buttons: Reschedule, Edit, Cancel and Delete.

Reschedule to a new time

  1. Click Reschedule. A date picker opens.
  2. Pick the new date and click OK. A time picker opens.
  3. Pick the new time and click OK. The message Rescheduled. appears and the item moves on the Schedule.

The owning module re-checks the new time. For an appointment, the new time must be free and inside working hours, and reminders move with it. For a recurring WhatsApp schedule, this changes the time of the next send.

Edit the content

  1. Click Edit. The message Opening WhatsApp… (or the item's channel) appears.
  2. Ohanvi opens the module where the item was created: the WhatsApp Scheduler, CRM activities, Email campaigns, Social publishing or Appointments.
  3. Find the item there and change its content.

Cancel an item

  1. Click Cancel. The Cancel schedule dialog opens and says the item is cancelled in its channel and the record stays.
  2. Click Cancel it. The message Cancelled. appears and the status changes to Cancelled.

What cancel does in each module:

Channel Result
WhatsApp The scheduled job is stopped and removed from the WhatsApp Scheduler.
CRM The activity's status is set to cancelled.
Email The campaign is cancelled and does not send.
Social The scheduled post is cancelled.
Appointments The booking is set to Cancelled and its reminders are removed.

Delete an item

Delete removes the item from its module

Delete also removes the item from WhatsApp, CRM, Email or Social, not only from the Schedule. Appointments are never deleted: Delete cancels the booking instead.

  1. Click Delete. The Delete schedule dialog opens.
  2. Click Delete. The message Deleted. appears and the item leaves the Schedule.

Video walkthrough

[VIDEO]

Troubleshooting

Issue Cause Fix
Could not reschedule. The module refused the new time. For an appointment the time may be taken, outside working hours, or outside your booking rules. Pick another time. For appointments, use Move on the Appointments page, which suggests free times. See Manage appointments.
Could not cancel. The item has already been sent, completed or cancelled, or your role cannot change it in its module. Check the status. Ask your admin for access to the module that owns the item.
Could not delete. Your role cannot delete in the owning module, or the item no longer exists. Refresh the page. Ask your admin for delete access in that module.
Reschedule, Edit, Cancel and Delete are not visible The details pane is hidden on narrow windows. Widen the browser window.
The item still shows the old time after Rescheduled. The page has not refreshed. Open another panel item and come back, or reload the page.