Klinora Pro guide
Changing or cancelling a visit you accepted
Open the visit in Calendar and request a change or cancellation as soon as possible. A new time is not confirmed until the customer agrees. Cancelling with less than 48 hours’ notice is recorded for human review, so contact Klinora if you need help.
Use the visit controls
Open the confirmed visit in Calendar and choose Manage or report this visit. To move it, use Request a new time, select the proposed date and time, add the reason and choose Send request. Check the visit for the response; a request is not a confirmed new appointment until the customer agrees.
If you must cancel, use Cancel this visit, give the reason and choose Cancel visit. Less than 48 hours’ notice is recorded for fair human review. Contact the customer through the booking for practical arrangements, but do not rely on a message alone to change or cancel the confirmed visit.
When the normal action is unavailable
The controls depend on the visit state. If no suitable action is offered or an exceptional situation prevents attendance, contact Klinora promptly with the booking reference and relevant facts. Check Calendar afterwards for the final visit status. Do not assume a request, a message or a failed save changed the booking.