In cases where you would like to cancel a partially or fully pre-paid appointment without processing a refund, you can follow these steps. If canceling a fully pre-paid appointment, you will also be able to choose how to handle the pre-paid credit associated with the appointment.
First, navigate to your:
- Business Profile.
- Select Schedule.
- Locate the appointment you need to cancel.
- Select the appointment block to open the side menu.
- Select Edit to open the appointment details.
- Select Cancel Appointment.
- Add Cancelation Notes (optional). These are for internal use only and display in the Activity section of the Client's record.
- Check Cancelation email to client to send a Cancelation email. Deselect to not send one. The option to send will not be available if the Client doesn't have an email address on file.
- Select Cancel - No refund.
- Choose what should happen to the pre-paid credit.
- If selecting to return the credit, then the credit is available to be booked on future appointments.
- If selecting to remove the credit, the credit will be removed from the client's record so it cannot be used.
- If there is only a partial pre-payment assigned to the appointment, this option will not appear.
- Select Cancel Appointment.
View the Mobile App Directions here: Canceling a Pre-Paid Appointment (Mobile)