Cancelling a Viewing Appointment in Loop

Article Purpose: This article explains how to cancel a viewing appointment within the Loop platform.

Steps:

1. Access the Viewing Card:

   • Navigate to and open the viewing card for the appointment you wish to cancel.

2. Locate the "More Options" Menu:

   • Look for the three vertical dots located at the top of the viewing card. This indicates the "More Options" menu.

3. Select "Cancel Appointment":

   • Click on the ellipsis to open the menu.
   • Choose the "Cancel Appointment" option.

4. Provide Reason for Cancellation:

   • A pop-up window will appear, prompting you to provide a reason for the cancellation.
   • Select or enter the appropriate reason (e.g., "Buyer Cancelled").
   • You can also add additional notes in the provided text field.

5. Send Cancellation Confirmation (Optional):

   • Loop may provide options to send cancellation confirmation texts and emails to the relevant parties.
   • Select these options if you wish to send confirmations.

6. Save the Cancellation:

   • Click the "Save" button to finalize the cancellation.

7. Confirmation:

   • The viewing appointment will be cancelled and the cancellation will be recorded in the system.

Benefits:

• Easy Cancellation: Provides a simple and straightforward process for cancelling viewing appointments.
• Record Keeping: Allows you to log the reason for cancellation for future reference.
• Communication: Enables you to send cancellation confirmations to relevant parties.

Support:

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