Help centerCases & intake

For: Admins, Managers, and Staff

Edit or cancel an event

Change an event's time, place or attendees, cancel it, or close it out early, and know what attendees are told.

Takes about 2 min Updated Nov 6, 2026

In this article7 sections

Before you start

When plans change, edit the event, or delete it to cancel it. Attendees are told either way, by email with a calendar file.

  1. Find the event

    On the case, open Events. Upcoming lists what's ahead, and Past and All Events the rest.

  2. Change it

    Choose the pencil, Edit event, on the event. In Edit Event, change what you need: the title, attendees, time, repeat, reminders, place or description. Choose SAVE.

    A repeating event changes as a whole series. The window shows its next date.

  3. Cancel it

    Choose the bin, Delete Event, on the event, then Yes. It can't be undone. A repeating event is cancelled as a whole series: one date can't be cancelled on its own.

  4. Close it out early

    If an event has already happened, such as a call held a day early, choose ⋯ on it, then Mark as past. It moves to Past, keeping its date, and its reminders stop. A repeating event moves on to its next date. Nobody is told, and it stays in attendees' calendars, so to call an event off, delete it instead.

What happens next

After an edit to its title, time, repeat, place or description, each attendee is emailed that the event was updated, or texted if they have only a phone number, and notified in the portal. The email's calendar file updates the event in their calendar. A save that changes none of them tells nobody. Someone you add gets the invitation, and someone you remove gets a cancellation. Moving the start clears every attendee's answer, so they're asked again and it's back on their To Do; any other edit keeps the answers. Attendees can change theirs at any time, and reminders follow the new time.

After a delete, each attendee is emailed a cancellation, or texted. Its calendar file takes the event, or the whole series, out of their calendar.

You aren't sent either unless you're an attendee. Nothing is sent about an event that has already started.

If something goes wrong

  • There's no pencil or bin. The case is closed, or your role can't change events.

Your firm may have changed what each role can do on a case. If an option described here is missing, ask an Admin of your hub.