Manually Cancel an Appointment from the Calendar

If the client or practitioner needs to cancel an appointment, you may cancel from the booking calendar. While canceling, you have options to enter reasons and invoice the client.

Cancel From the Booking Calendar

1. If the client contacts you to cancel their appointment, click the orange Cancel button in the appointment dialog.

2. Select the Reason and the Sub-reason for the cancellation and enter notes to the client. The note to client is optional.

3. Choose the invoicing method for the client in the Invoice dropdown menu.

Invoice the Client

1. Do not invoice
   1. No invoice will be created
2. Create Invoice
   1. A draft invoice will be created. 
      1. If outside of the cancellation fee window that you set up in More → Bookings → Booking Settings → Payments → Cancellations, a zero dollar invoice will generate.
      2. If inside the cancellation fee window, an invoice for the correct cancellation fee will generate.
3. Waive Fee
   1. This creates an invoice with a waived fee
4. Auto-Charge
   1. This option will only be available if the client has a card on file. This will create an invoice with the cancellation charge (if inside the cancellation charge window) and will automatically issue the invoice.

4. Click the green Confirm Cancellation button to confirm.

 
View Cancellation Reasons

1. Click Lists → Appointments. 

2. Hover over the Cancelled status to view the cancellation reasons.

If you hover the "Canceled" status on Lists > Appts, you can view the cancellation reason:

2. You may also view the cancellation reason by hovering over the cancelled appointment in the client's timeline.

3. You can filter by Cancel Status on the Lists → Appointments page.

4. You can view the cancellation reason from the CSV export.

5. The appointment popup will reflect the cancellation type and reason. 
Note: This will also show the reason and note when the client canceled from the booking widget.

Cancellations Report

• Click Lists → Appointments.
• In the Status filter, select the Canceled Statuses you wish to apply.
• The results of your search can be exported to the CSV.