Sometimes you must cancel a meeting but not wanting to delete the meeting so that there can be a history (completed forms) of the planned event. Normally this is not possible because all the required forms must be submitted before the meeting can be Finalized. If the user has District Admin 1 access or above you can click the ‘Preview/Print/Options’ button and select ‘Disable validations for preview/finalize. After this is selected the ‘Finalize button will appear. Click the “Finalize” button to close the meeting ignoring any of the required forms and validations.
Enter information in the Scheduling Notes about the circumstances of this meeting.
Select the Best option and click Finalize button.
Lastly, and depending on the circumstances you may need to Inactivate the record. To do this, in the upper right corner, change the Status to 'Active'.