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Cancellation Fees

  • if the cancellation request is within 24 hours (loss of deposit)

  • within 3 hours (full fee payable)

  • If the Therapist decides a full cancellation fee is required a decision may be over-ridden

If a deposit was paid and is forfeit then no transaction is required

If a deposit was paid and is not forfeit

  1. Credit is default

  2. Refund is an option > Need to create a pending refund transaction and indicate the payment method used on the last order (warning)

if a deposit was not paid and is forfeit

  1. The deposit can be collected immediately in the POS (or on the next visit)

if the full fee is payable and has not been paid

  1. The fee (or balance after the deposit) can be collected immediately via the POS (or on the next visit)

Clinic contacted to cancel the appointment

Client usually calls, sends an SMS or an email requesting to cancel their appointment.

Find session in calendar > right click > cancel session > enter reason notes and if fee to be waived

Customer online cancelling an appointment

Customer portal to have cancellation process with associated impacts explained (question)

Therapist contacted by a customer and cancelling/changing an appointment

  • They also can currently liaise directly with their practitioner who logs the changes via Portal

Therapist portal to have

  1. Find the next session for the person searching by user (question)

  2. Cancellation options as per clinic (question)

  3. Review of recent cancellations + ability to over-ride cancellation fee decision (Reverse created credit note) (question)

Finding Cancelled Appointments for a person / date

POS bookings in the future / past (warning) button to include a colour for cancellations (orange background ?)

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