Manually Cancelling an Appointment from the Calendar

If the client or practitioner needs to cancel for any reason, you can include the reasons and invoice them when canceling the appt from the booking calendar.

Canceling From the Booking Calendar

1. If the client contacts you to cancel their appointment, you can click the orange "Cancel" button from the appt on the calendar

2. Choose the reason + sub reason for the cancellation and write any notes to the client.

Invoicing the Client

3. Choose the invoicing method for the client from the "Invoice" dropdown.

  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 (More > Bookings > Booking Settings > Payments > Cancellations), a zero dollar invoice will be created
      2. If inside the cancellation fee window, the correct cancellation fee will be populated on the invoice
  3. Waive Fee
    1. This creates an invoice with a waived fee
  4. Auto-Charge
    1. ONLY 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.


Viewing the Cancellation Reasons

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

2. You can view the tooltip from the client's timeline as well (Currently not available but it will be out next week)

3. You can Filter by Cancel Status on the Lists > Appointments page:

4. You can also see the cancellation reason from the CSV export

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

Reporting on the Cancellations

From the Appointments List, the cancellation reasons can be used as a filter so you can filter down to just those appts. These results will be exported to the CSV.

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