Summary
This article explains how to cancel or delete a recurring service and highlights the difference between canceling, which keeps past data, and deleting, which removes all appointments.
Accessing the Manage Recurring Service Page
Option 1: From the Scheduling View
From your preferred Schedule View, such as Calendar View or List View, locate the recurring service you want to update.
Recurring services are marked with a special icon.
Click on the appointment to open the appointment details pop-up window.
From here, you can either:
1. Click Actions > Manage Recurring Service
2. Click the Edit Recurring Service button next to the frequency.
Option 2: From the All Contacts page
From your ZenMaid dashboard, go to Contacts > All Contacts.
Use the search bar to find the customer with the recurring appointment.
Click on their name in the search results.
On the customer’s profile page, select the Appointments tab.
On the Active recurring services tab, select the recurring service you want to cancel or delete.
Canceling or Deleting a Recurring Service
Important
We always recommend cancelling a recurring service as opposed to deleting it. This way, you can retrieve data specific to the service (Appointment Notes, Appointment Custom Fields, assignment data, etc.)
To Cancel A Recurring Service
On the Manage Recurring Service page, click on the Stop after a specific date button.
Select the date of the last service (e.g., if the client wants two more cleanings, select the third cleaning).
Click Stop after the selected date to confirm.
To Delete A Recurring Service
On the Manage Recurring Service page, click on the delete button.
Click Delete on the confirmation pop-up to confirm.
Keywords
Inactivate Recurring Schedule
Inactivate Recurring Appointment
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Cancel Recurring Schedule
Cancel Recurring Appointment
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Delete Recurring Schedule