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

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 Confirmation Manager

To cancel a Standing Appointment (series of appointments)