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Cancelation Reasons
Define the various reasons for appointment cancellations and configure actions for each. Depending on the reason, you can charge the customer, cancel future appointments, send an email, remove service credits, and more—streamlining the enforcement of your appointment policies for staff.
To access this feature, use the search bar in the top banner and look for “Appt Canceled Concepts”
Create a New Cancelation Reason
- Click Create
- Input Cancelation Reason Details
| Option | Description |
| * Name | The name of the cancellation reason, visible to staff. |
| * Description | A brief explanation of the cancellation reason and when it should be used. Helps educate staff and is only visible internally. |
| Requires Comment | If enabled, staff must leave a comment when selecting this cancellation reason. |
| Charge Customer | Allows you to charge the Customer upon cancellation. Two additional inputs are required:Charge Type: Choose to charge a fixed amount or a percentage of the service price.Charge Amount: Define the exact amount or percentage. (e.g., for 50% of the service price, select Percent and enter 50.) |
| Cancel All Future Appointments | Automatically cancels all future appointments for the Customer. |
| Consume Customer Balance | Deducts the full service price from the Customer’s account balance. |
| Consume Membership Credit | Marks the membership credit as lost if the service is tied to a membership. |
| Use Package Credit | If the service is part of a package, the visit and associated services will be marked as lost. |
| Send Email | Turn on when you would like the Customer to receive email communication after their appointment is canceled with this reason. Define the email messaging. |
| Send SMS | Turn on when you would like the Customer to receive text message communication after their appointment is canceled with this reason. Define the sms messaging. |
| Status | Keep the reason active for staff selection or mark it inactive if no longer needed. |
* Denotes required input.
Click Save
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