> ## Documentation Index
> Fetch the complete documentation index at: https://docs.elateuk.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Cancelling, restoring and deleting visits

> Cancel a visit that is not going ahead, restore it, or delete a visit made by mistake and bring it back from Settings.

Cancel a visit when it is not going ahead: it stays on the schedule marked **Cancelled** and can be restored. Delete a visit only when it should never have been on the schedule, for example one made by mistake.

**Who can do this:** anyone whose role includes **Edit schedule** can cancel, restore and delete visits. By default that is Organisation Owners, Service Provider Admins, Care Managers and Care Coordinators. Bringing back a deleted visit is done in **Settings > Schedule**, which only Organisation Owners and Service Provider Admins can open. Your organisation can change permissions in **Settings > Permissions**.

Your organisation may use different words for some things, such as "Service users" instead of "Support recipients". Elate shows your organisation's words everywhere, so follow what you see.

## Cancel or delete?

| | Cancel | Delete |
| - | - | - |
| Use it when | The visit is not going ahead | The visit should not exist |
| On the schedule | Stays, marked **Cancelled** | Removed |
| Notes and tasks | Kept on the visit | Kept on the record |
| Reason | Required | Required |
| Undo | **Restore** on the visit | **Restore** in **Settings > Schedule** |

## Cancel a visit

<Steps>
  <Step title="Open the visit">
    Select the visit on the schedule.
  </Step>

  <Step title="Choose Cancel visit">
    Open the **More visit actions** menu (the three dots at the bottom of the sheet) and select **Cancel visit…**. It is not offered on a completed or already cancelled visit.
  </Step>

  <Step title="Choose which visits">
    The dialog **Cancel this visit?** repeats the date, time and person. For a repeating visit, choose **This visit** or **This and following visits**.
  </Step>

  <Step title="Give a reason">
    Type the **Reason for cancelling**. You cannot cancel without one.
  </Step>

  <Step title="Confirm">
    Select **Cancel visit**. To back out, select **Keep visit**.
  </Step>
</Steps>

The visit keeps its notes and tasks, and the sheet shows **This visit was cancelled** with your reason. A cancelled visit never counts as a conflict for the team member.

Cancelling **This and following visits** ends the repeating series from that visit, so no more visits are added after it. There is no option to cancel the whole series backwards, so visits that already happened are left alone.

## Restore a cancelled visit

<Steps>
  <Step title="Open the cancelled visit">
    Select it on the schedule. Use the **Filter** panel's **Status** list to show only **Cancelled** visits if it is hard to find.
  </Step>

  <Step title="Select Restore">
    Select **Restore** at the bottom of the sheet.
  </Step>
</Steps>

The visit goes back to **Planned**, or to **Unassigned** if nobody is assigned to it.

## Delete a visit

<Steps>
  <Step title="Open the visit">
    Select the visit on the schedule.
  </Step>

  <Step title="Choose Delete visit">
    Open the **More visit actions** menu and select **Delete visit…**.
  </Step>

  <Step title="Choose which visits">
    The dialog **Delete this visit?** repeats the date, time and person. For a repeating visit, choose **This visit** or **This and following visits**.
  </Step>

  <Step title="Give a reason">
    Type the **Reason for deleting**. You cannot delete without one.
  </Step>

  <Step title="Confirm">
    Select **Delete visit**. To back out, select **Keep visit**.
  </Step>
</Steps>

The visit leaves the schedule and is kept on the record with everything recorded against it.

### When a visit cannot be deleted

Elate refuses to delete a visit that holds a record of care. The dialog **This visit cannot be deleted** explains why. That happens when:

* the visit is completed (it was delivered and may already be invoiced)
* a carer is checked in to it right now
* an arrival was recorded against it
* it holds care notes, expenses or reports

If the visit can still be cancelled, the dialog offers **Cancel visit instead…**.

## Restore a deleted visit

<Steps>
  <Step title="Open Settings > Schedule">
    In Elate on the web, select **Settings** in the sidebar, then the **Schedule** tab.
  </Step>

  <Step title="Find the visit">
    Scroll to **Deleted visits**. Each row shows the visit, when it **Was scheduled**, when it was **Deleted** and by whom, and the **Reason**.
  </Step>

  <Step title="Select Restore">
    Select **Restore** on the row. The visit goes back on the schedule at its original time.
  </Step>
</Steps>

## Related pages

* [The visit sheet on the web](/schedule/the-visit-sheet)
* [Repeating visits](/schedule/repeating-visits)
* [Using the schedule](/schedule/using-the-schedule)


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.