Permissions Required for Deleting Events
To delete an event, your user account must have the required permissions. If you do not see the "Delete Event" option, it is likely because this permission has not been granted by your firm admin. The admin needs to enable the setting that allows you to delete items (e.g., events) and move them to trash. Contact your firm admin if you encounter this issue.
Steps to Delete/Cancel a Calendar Event
Deleting an event is straightforward once you have the necessary permissions:
Open the event you wish to delete from your calendar.
Click on the "Delete Event" button.
Confirm the deletion in the popup that appears.
Keep in mind that once an event is deleted, it cannot be recovered. Make sure to double-check before confirming deletion.
Impact of Event Deletion on Participants
Deleting an event will automatically email any contacts who were invited to the event via the client portal. Firm users will not be notified; if you need to inform firm users about the cancellation, you must tell them directly.