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
Credit is default
Refund is an option > Need to create a pending refund transaction and indicate the payment method used on the last order
if a deposit was not paid and is forfeit
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
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
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
Find the next session for the person searching by user
Cancellation options as per clinic
Review of recent cancellations + ability to over-ride cancellation fee decision (Reverse created credit note)
Finding Cancelled Appointments for a person / date
POS bookings in the future / past button to include a colour for cancellations (orange background ?)