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:

  1. There is no associated transaction with the appointment
  2. 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

Using Quick Client Find (recommended)Using Quick Client Find (recommended)

  1. Locate the client using Client Quick Find.
  2. In the Quick Find Menu, select the Appointments tab.

Note: Deselect Show Only Future Appointments to also view past appointments in this list.

  1. Select Delete.


  1. Verify the selected service(s), and select a cancellation reason.
  2.  Select OK. The appointment is removed from the Appointment Book.
  3. If the Cancellation Reason has a cancellation fee, a pop-up window appears asking if you'd like to process the fee Now or Later.

Note: 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.

  1. As a best practice, verify that the appointment is deleted in the Appointment Book.


Using the Appointment BookUsing the Appointment Book

  1. Select the appointment in the Appointment Book to display the Smart Assistant.
  2. Select Delete from the Smart Assistant.

If you selected a Standing Appointment, a pop-up message displays asking if you want to delete this specific appointment or the series. Select Delete Specific Appointment.

  1. On the Appointment Cancellation window, select the service(s) to cancel and select a cancellation reason.


  1.  Select Save. The appointment is removed from the Appointment Book.
  2. If the Cancellation Reason has a cancellation fee, a pop-up window appears asking if you'd like to process the fee Now or Later.

Note: 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.

  1. As a best practice, verify that the appointment is deleted in the Appointment Book.

Using Confirmation Manager

To cancel a Standing Appointment (series of appointments)

Using Quick Client Find (recommended)Using Quick Client Find (recommended)

  1. Locate the appointment using Client Quick Find.
  2. In the Quick Find Menu, select the Appointments tab.

Note: Deselect Show Only Future Appointments to also view past appointments in this list.

  1. Select Delete to cancel the appointment.


  1. A pop-up message displays asking if you want to delete this specific appointment or the series.

IMPORTANT: If you proceed with step 5 below, all occurrences of this appointment will be removed from the calendar immediately.

  1. Select Delete Series.
  2. Select OK.
  3. As a best practice, verify that the appointments are deleted in the calendar before closing the Appointment Book.

Using the Appointment BookUsing the Appointment Book

  1. Select the appointment in the Appointment Book to display the Smart Assistant.
  2. Select Delete.

If you selected a Standing Appointment, a pop-up message displays asking if you want to delete this specific appointment or the series.

IMPORTANT: If you proceed with the steps below, all occurrences of this appointment will be removed from the calendar immediately.

  1. Select Delete Series.
  2. Select OK.
  3. As a best practice, verify that the appointments are deleted in the calendar before closing the Appointment Book.

Using the Standing Appointments maintenance formUsing the Standing Appointments maintenance form

  1. Go to Meevo > Appointments > Standing Appointments.
  2. Enter the Client name and select Search to reveal a list of Standing Appointments for that client.
  3. Select the appointment.
  4. In the appointment's form, select Delete. A confirmation message appears.
  5. Select Yes. All future instances of this Standing Appointment are removed from the Appointment Book.