Planning visits

Rescheduling or cancelling a planned visit

Move a planned visit to another date, or call it off.

Where to find it

Menu My Visits Upcoming

To cancel, you can act from the list. To change a date or the planned topics, you need the Upcoming Visits screen.

Steps

1 Select My Visits in the menu, then the Upcoming tab.
2 To call a visit off, select Cancel on its card. It happens straight away, with no confirmation prompt, so check you have the right one first.
3 To change the date, topics or notes, open the Upcoming Visits screen: add /visits/upcoming to the end of the site address.
4 Find the visit and select Edit. Change the Visit Date, the topics or the Notes.
5 Select Save changes. A confirmation reads "Visit updated."

What you'll see

A rescheduled visit moves on your calendar and stays Scheduled. A cancelled visit is kept as a record but is no longer planned, and — unlike a completed one — never counts towards the program's visit numbers.

Good to know

The Upcoming Visits screen has no menu link yet, which is why the address is given here. The Edit / Reschedule button on a calendar visit takes you to the same screen. Only planned visits can be edited this way.