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How to manage my cancellation reasons

๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฌ๐Ÿ‡ง CA, AU, ROI, UK only - How to set add, edit and hide appointment cancellation reasons.

Amber Morris avatar
Written by Amber Morris
Updated this week

How do I add a cancellation reason

  • Navigate to 'Settings' on your toolbar

  • Click into 'Diary' and then 'Appointment Cancellation Reasons'.

  • You need to have Level 4 (Administrator) permissions.

  • Select 'New Appointment Cancellation Reason'.

  • Type in your cancellation reason.

  • Select your cancellation type.

  • Click 'Save'.

This reason can now be used against appointments and reported on in reports such as the 'Appointments' report.

๐Ÿ’ก Top tip: Use appointment reasons to manage your short notice cancellations - create a reason called 'Short notice cancellation' so you can track when this occurs.


How to edit or remove a cancellation reason

  • Click on the 'Edit' ๐Ÿ“ icon to the right of the cancellation reason.

  • You can edit the name of change the type from here.

  • Or you can mark the reason as 'Hidden?' to stop it from being used and appearing on reports going forward.

  • Make sure to click 'Save' to save any changes.

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