How to Cancel a Market Appraisal

 This article explains how to cancel scheduled appraisal appointments within the Loop platform.

Method 1: Canceling Appointments via the Diary:

1. Access the Diary:
   • Navigate to your Loop diary.
2. Select the Appointment:
   • Locate and click on the appraisal appointment you wish to cancel.
   • This will open the appointment details.
3. Cancel Appointment:
   • Click the "Cancel Appointment" option within the appointment details.
4. Provide Cancellation Details (Optional):
   • Enter a reason for the cancellation and any relevant notes.
5. Send Confirmation Emails (Optional):
   • Select the option to send system-generated emails confirming the appointment cancellation.
6. Save Cancellation:
   • Click "Save" to finalize the cancellation.

Method 2: Canceling Appointments from the Appraisal Module:

1. Access the Appraisal Module:
   • Navigate to the appraisal module and locate the appraisal you wish to cancel.
2. Select the Appraisal:
   • Click on the appraisal to open the appraisal file.
3. Access Additional Options:
   • At the top of the appraisal file, locate and click the three vertical dots (ellipsis) representing additional options.
4. Cancel Appraisal:
   • Select the "Cancel Appraisal" option from the dropdown menu.
5. Provide Cancellation Details (Optional):
   • Enter a reason for the cancellation and any relevant notes.
6. Send Confirmation Emails (Optional):
   • Select the option to send confirmation emails to relevant parties.
7. Save Cancellation:
   • Click "Save" to finalize the cancellation.

Support:

• If you have any questions or require assistance, please contact the support team at support@loop.software