How do I cancel or delete an ongoing series? (visits are reappearing)
When a recurring visit keeps popping back onto the calendar, the underlying ongoing series is still active. Cancel the series, not the individual visit.
Open any visit that shows the green arrow
.Click the arrow to launch the Ongoing Series editor.
Set Status › Canceled and Save. The icon turns gray
, confirming the series is inactive.Delete any leftover visits if you wish—no new ones will be created.
For full details on creating, editing, or previewing recurring schedules, see Ongoing Visits (Recurring Schedules).
Why can I not see Canceled visits on the Master Schedule?
At the top of the Master Schedule there is a "Show: Canceled" checkbox. If that box is unchecked, canceled visits are hidden. Checking the box will show canceled visits.
Why can I not see Notes on the Master Schedule?
Similar to above, at the top of the Master Schedule there is a "Show: Notes" checkbox. If that box is unchecked, notes are hidden. Checking the box will show notes.