Cancellation Reasons

Available on: Desktop · Web · Phone

The list of reasons offered when an appointment is cancelled — for example Client unwell, Stylist on leave, Booked by mistake. A reason is asked for when an appointment is set to Canceled, unless it already has one (see Appointment Status and Cancellation).

In Setup Appointments, open the menu and double-click Configuration › Cancellation Reasons, or use the Setup Cancellation Reason button in Configuration › Settings. Only users who can see the Configuration menu can open it.

In the Setup Appointment Cancellation Reason window, type each reason in REASON NAME and, if you like, REASON DESCRIPTION. Both are typed in capitals. A name is required, and each must be different ("Reason Name '…' already exist"). Then Save and answer "Are you sure you want to save changes". To remove a reason, delete its row, confirm, and save.

In the Select Cancellation Reason window the reasons are listed by name; picking one shows its description — or its name, if it has none — and that text is what is saved on the appointment.

If no reasons are set up, only Other ... is offered, and the reason must be typed each time.

Example. Add UNWELL — CLIENT UNWELL, STYLIST LEAVE — STYLIST ON LEAVE, and MISTAKE — BOOKED BY MISTAKE. Next time an appointment is cancelled, pick one from the list instead of typing; its description is saved as the reason.

On the web

The screen works the same way on the web.