Change, cancel or remove a link

Straight after making it

While Link ready is showing, press Edit at the top of the panel, make your change and press Update. If you haven’t sent it yet, nothing else is needed. Clear / New starts an empty form.

A link you have already sent

1. Go to Requests › Active and find the card.
2. Press More, then Edit. The form is filled in from the link already sent.
3. Change what needs changing and press Update.
4. Send your customer the new link. The old one is withdrawn, so it will tell them it is no longer being offered.

You can also click the entry on the Calendar and choose edit there.

Cancel a link

Under Requests › Active, press More, then Cancel this, and confirm. The link stops working: your customer is told the proposal has been withdrawn and to reply to your original email. The time is given back to your diary.

Remove an entry from a list

On Replied and Expired, the × at the top right of a card removes it. Removing is recorded rather than erased outright, and your customer’s details are still cleared on the usual schedule. See What is kept about your customers, and for how long.

Clear everything

To empty all three lists at once (after testing, say), use Clear all records… under Settings › Privacy. You are asked again before anything happens. Links already sent still open, and your templates are left alone.