Business policies

Steps

1. Open Settings > Your business > Booking policies.
2. Configure Cancellation policy options: customer cancellation enabled or disabled, minimum notice hours, refund percent before cutoff, and late cancellation behavior.
3. Configure Reschedule policy options: customer reschedule enabled or disabled, minimum notice hours, and maximum reschedules per booking.
4. Use preset buttons for common values, or enter custom values in the numeric fields when your policy requires precision.
5. Use Written policy only when you need extra wording shown to customers beyond the standard cancellation and reschedule settings. Written policy text can be up to 2,000 characters.
6. Standard cancellation and reschedule changes publish immediately when no written policy review is needed.
7. If you add or change written policy text, Cyntree creates a pending policy version and checks the wording before customers can see it.
8. While a written policy check is pending, your current live policy stays active. You cannot submit another written policy update until the pending one is approved or rejected.
9. Use Current Live Policy, Website preview, Last policy update, and Policy versions to confirm what customers see and which version is live.
10. Each published policy gets a version number. New bookings store the policy snapshot/version that applied when the booking was created, so later policy edits do not rewrite the customer's original booking terms.
11. Outcome check: standard rules, written policy, live version, and customer expectations are aligned before you rely on the policy operationally.

Need more help?

Include the active workspace, affected booking or service, exact error message, and a screenshot of the screen where the problem happened.

If you still need support, use the contact page.