Canceling Appointments

As a best practice, you should avoid canceling (deleting) appointments unless the client is guaranteed not to show. In the event a client arrives late, you can quickly edit the existing appointment service start times rather than create a brand new appointment. This also avoids sending the client numerous notifications for a new appointment while the client is already at your business.

Are there any restrictions to canceling an appointment?

You cannot cancel/delete an appointment in the past that has a transaction associated with it. You can, however, cancel/delete a past appointment if:

There is no associated transaction with the appointment
A no-show or cancellation fee was not processed for that appointment.

Can I cancel just one instance of a Standing Appointment?

Yes; when you delete a Standing Appointment from Smart Assistant, you have the option to delete this specific appointment or delete the series.

What if the cancellation reason I choose has a cancellation fee?

If you select a cancellation reason that has a fee:

You have the option to process the fee now or later. All unprocessed canceled appointments appear in the Cancel/No-Show list in the register. In that list you can change the cancellation reason and/or process the cancellation fee.
Once in the register to process a cancellation fee, the service price appears as a Cancellation Fee discount type. The cancellation fee is determined in the Cancellation Reason definition. If the Cancellation Reason allows for it, Meevo will automatically redeem a service from the client's package in lieu of the cancellation fee, but only if the service is an exact match.
For the purpose of employee commissions, the cancellation fee essentially becomes the service price, and commission is calculated based on that fee and the employee's regular service commission rate.
You cannot apply an employee discount, Buy X, Get Y discount type, or Must purchase x items discount type.
You can apply predefined discounts or manual discounts in the register.
When completed, the cancellation transaction appears as CXL in the client profile and Transaction Editor.

To cancel a single appointment

Important: The following appointments will not be included in the deletion of the Standing Appointment series and must be manually canceled: Standing Appointments in the series that were edited or moved, and any stand-alone appointments (unrelated to the standing series) that were booked for the client.

Using Quick Client Find (recommended)

Using the Appointment Book

Using Confirmation Manager

To cancel a Standing Appointment (series of appointments)

Using Quick Client Find (recommended)

Using the Appointment Book

Using the Standing Appointments maintenance form