Cancelling an appointment

Steps

1. To cancel an appointment, open it from your appointment list and select the cancel action. Only cancel when the booking genuinely needs to end, and consider rescheduling first if the customer still wants the service.
2. Before cancelling, review the payment status on the appointment detail screen. If the customer has already paid (deposit or full), you may need to process a refund depending on your cancellation policy.
3. Confirm the cancellation through the app. This updates the appointment status to Cancelled, frees the time slot, and sends the customer a cancellation notification.
4. Always cancel through the app rather than just deleting calendar events or informing the customer verbally. Cancelling through Cyntree ensures the booking history, reporting metrics, and client records are all updated correctly.
5. After cancelling, check that any linked payment follows your refund policy. If a refund is due, process it from the appointment's payment section to keep financial records consistent.
6. Cancelled appointments remain in your appointment history and are counted in cancellation metrics in your reports. This data helps you understand patterns and adjust your policies over time.

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