Cancelling an appointment will remove the appointment from the schedule. To cancel an appointment in the mobile app:
- View Schedule.
- Locate the appointment you need to cancel.
- Tap the appointment block to open Booking Details.
- While on the Agenda view, you can swipe right to see an option to cancel the appointment. If following this path, you can skip to step 6.
- Tap Options (...) in the upper right of the Booking Details page.
- Tap Cancel.
- Add a Note (optional). These are for internal use only and display in the Activity section of the Client's record.
- Toggle Send cancellation to client on or off depending on your preference. If the toggle remains on, the client will receive a cancellation email.
- Select Cancel Appointment to cancel the appointment and to return to the Schedule.
Note: If canceling a pre-paid appointment, you can also process a refund or choose how to handle the pre-paid credit if no refund is processed. You can learn more here: Canceling a Pre-Paid Appointment