Declined versus Canceled Appointments

What is the difference between declined and canceled appointments?

Check your Booking Settings

1. Go to Bookings → Booking Settings and select the Settings tab.
2. Note what your practice has selected in the Provider Appointment Approval dropdown menu.
3. Here is what each selection means:
   
   1. Confirm automatically when credit card is provided
      
      1. When a client books an appointment, their booking will be approved automatically as long as they provide a credit card at the time of booking.
   2. Always confirm automatically
      
      1. When a client books an appointment, it's automatically approved and placed on the calendar.
   3. Never confirm automatically
      
      1. Every time a client books an appointment, a request will be sent to the provider. The provider will then have to open the booking on the calendar and click Approve.
   4. Auto-confirm returning clients only
      
      1. Only appointments booked by new clients will require provider approval; bookings by returning clients will be approved automatically.

Declined Appointments

• When a provider declines an appointment, it is never considered scheduled, and therefore cannot be canceled.
• It will appear in the audit trail as:
  
  • Appointment Booked (widget)
  • Appointment Declined

Canceled Appointments

• An appointment must be approved and officially scheduled before it is canceled.
• An appointment can be canceled in one of two ways:
  • By the client via the booking widget
  • Manually by practice staff