Mastering Cancellations

What does it mean to “cancel” and appointment? It can mean one of two things:

1. The client called or emailed you and asked you to cancel a confirmed appointment. This is different from deleting or rescheduling appointments.
2. In e-appointments you canceled their appointment request.
   

Although canceling is usually straightforward, depending on the appointment type you will cancel in different ways. Also, if there’s a deposit attached to it, you’ll need to do something with the deposit first. You cannot simply cancel an appointment that has any kind of pre-payment attached. You’ll need to do something with the money first.

Common Questions About Canceling

“Does the client get notified if I cancel an appointment?”

1. Canceling from e-appointments queue: If you cancel from here, they will get an email where you’ve inserted a reason for the cancelation.
2. You can elect to not send an email by ticking the tick box Skip sending client a reason for this cancelation.
3. Canceling from within HQ: If you cancel from inside of HQ in any other place besides the e-appointments queue, they client does not get notification of the cancelation.

Please review the sub topics in this section to learn how to cancel in various scenarios.

“Can I cancel in progress appointments?”

Canceling Restrictions:

1. Cancelable Appointments: Appointments with a status of “Pending” or “In Progress” can be cancelled. You cannot cancel an appointment marked “Checked Out.”
2. Appointments with Payments: If an appointment has associated payments, these must be addressed before cancellation. Payments should be deleted, repurposed, or refunded prior to canceling the appointment.