If you'd like to adjust how close to an appointment start time clients are able to cancel online, that can be updated under the appointment policies area of your account. Clients will be informed of the policy you set on the final booking page when booking online as well as in the confirmation and reminders emails that they receive.

Here's how to edit your cancellation policy in the Schedulicity business dashboard:

  1. Click the three lines in the upper left-hand corner and choose Settings

  2. Select the "Policies" tile

  3. Now click on the "Appointment Policies" tile

  4. Edit your Cancellation Policy and hit save!

If you also need to adjust this policy for classes and workshops, you can do so by selecting the "Class Policies" and "Workshop Policies" tiles.

Once your cancellation policy is set, if a client attempts to cancel online in violation of that policy, they will receive a message informing them of your policy and will be prompted to call.

If there are any prepayment requirements on your offerings, like a deposit or full prepay at time of booking, a client will not be able to cancel online at any point. This is because the system does not automatically refund any payments. Instead, we leave that up to our businesses. If this is the case, your client would be prompted to call to cancel which would give you the opportunity to decide to process a refund, or keep the charge, depending on your policies.

What's Next?

  • Need steps to share with a client on how they can cancel online? Here's some info to send their way.

  • If you're running into no-shows lately, check out these tips to get those numbers down.

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