This article covers how to reschedule or cancel an appointment from the Keap™ Mobile app. To use these features, install Keap Mobile on an iOS or Android device.

Reschedule an Appointment

1. Navigate to the contact record and tap the appointments card.

   

   The screenshot above shows the appointments card on a Keap Mobile contact record.

2. Tap Reschedule.

   

   The screenshot above shows the Reschedule button on the appointment detail screen in Keap Mobile.

3. A pre-filled email is created requesting the contact to select a new appointment time. Edit the message as needed.

   

   The screenshot above shows the pre-filled reschedule email in Keap Mobile.

4. Optionally, tap the calendar icon at the bottom-left to select a different booking link before sending.

   

   The screenshot above shows the calendar icon used to change the booking link in the reschedule email.

   

   The screenshot above shows the booking link selection screen in Keap Mobile.

5. Tap Send to send the reschedule email to the contact.

   

   The screenshot above shows the Send button on the reschedule email composer.

Note: Appointments are not rescheduled automatically. The contact must select a new time from the booking link in the reschedule email. Once a new time is selected, the original appointment is updated with the new time.

Cancel an Appointment

1. From the appointment details screen, tap the more button (...).

   

   The screenshot above shows the more button on the Keap Mobile appointment details screen.

2. Tap Cancel appointment.

   

   The screenshot above shows the Cancel appointment option in the appointment options menu.

3. Tap Confirm to complete the cancellation.

   

   The screenshot above shows the cancellation confirmation prompt in Keap Mobile.

Note: After confirmation, the appointment is cancelled automatically and a cancellation confirmation email is sent to both the Keap user and the contact who booked the original appointment.

Frequently Asked Questions

What does this article cover?

This article covers how to reschedule and cancel appointments from the Keap Mobile app.

Is there a place to view all appointments in the Keap Mobile app?

No. Appointments can only be viewed within a contact record. There is currently no dedicated appointments list view in the Keap Mobile app. Appointments are visible when navigating to a contact record that has a booked or past appointment.