How do I reschedule or cancel an appointment?

You will have moved or cancelled an appointment, and the customer will have been told.

Before you start

To reschedule you need permission to manage appointments. To cancel you need the separate cancel permission.

Steps

To reschedule

1. Open Booking → Appointments, press the pencil on the appointment to open Edit.
2. Press Reschedule, pick a new date and a free slot, and confirm.

To cancel

1. On the list, press the red X (Deactivate) on the row.
2. Add a Reason (optional), then press Deactivate.

What you will see

A rescheduled appointment keeps its status; the customer is emailed the new time (and texted if enabled), with a new manage link. A cancelled one becomes Canceled, its slot is free at once, and the customer is emailed and texted.

If something goes wrong

• Cancelling refunds nothing. If it was paid, record the refund on the appointment's Payment and refunds panel; a full refund of an upcoming appointment also cancels it.
• The reason is kept in the audit log only; the customer is not told it.
• Choosing the appointment's own current time is refused as an invalid slot.
• Reschedule sends no new calendar file.