EMS | Appointment Cancellations
Description
The functionality provides the ability to cancel an appointment adhering to the cancellation and refund policy defined by the business.
Resolution
In "Reception" click onto “Appointment Book"
Cancellations
The “Cancellation” of an appointment can be completed via the "Appointment Review" Tab
- Click onto the “Cancellation” button
- Using the "Cancel Appointment" screen select the cancellation and refund options
- You now have several options that are available to you and they are:
- “Pay Now”, cancel the treatment and take the cancellation fee straight away
- “Add to Account”, cancel the treatment and add the cancellation fee to the clients account
- “Pay Later”, cancel the treatment and charge the cancellation fee at a later date
- “No Charge”, cancel the treatment and take no cancellation fee
- If the booking has been paid in advance, on cancellation you are presented with the options to refund
- Credit - the ability to move any deposit taken to a a credit in the form of a "Prepayment"
- Refund - selecting will process a refund through the bill screen
- No Refund - selecting will retain the deposit and move to "No Refund Deposit"
Cancellation Reason
On completed of a cancellation you can record the reason for the cancelation
- Cancellation Reference - unique reference
- Reason Code - Appointment cancellation reason - select from dropdown (see Site Settings - Cancellation reasons)
- Media - option to record how contacted
- Notes - add notes providing further information the cancellation
To create new reason codes - see Cancellation Reason Codes
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