You can easily cancel any appointment from the appointment modal.
Things to know:
- The ability to cancel appointments is tied to the Edit Appointments access control
- Once payment has been processed for an appointment, attempting to cancel it will result in the following error message: "There was an error: This appointment has been paid for. Please refund or edit the ticket before canceling." However, if the appointment is covered by a membership or package, this message will not appear. To cancel a paid appointment, you must first issue a full refund for the associated ticket.
- If the ticket value is $0, no refund is required, and staff members can proceed to cancel the appointment
- Upon cancellation, the appointment will no longer be visible on the schedule
- When canceling an appointment for a client with recurring appointments, you will be prompted to specify whether you want to cancel only the current appointment or all appointments in the series.
- Appointments not linked to a ticket will present the "Create Ticket" button in the appointment modal, whereas appointments associated with a ticket will show the option "View Ticket."
To cancel an appointment, simply:
- Navigate to the schedule
- Locate the appointment you wish to cancel
- Click on the appointment
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Select the Cancel Appointment link at the bottom left of the modal
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There is a confirmation box that will populate asking you to confirm this action. Confirm the cancellation by clicking Yes on the confirmation pop-up
If the account has cancellation reasons defined, you will be prompted to select the cancellation reason.
If a cancellation fee is set up, you will be asked to confirm if you want the fee to be charged.
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