Cancellation Reasons
A Cancellation Reason captures reportable details about why an appointment was canceled, helping you to accurately track cancellation trends. You can also configure cancellation reasons to apply a cancellation fee for appointments that are canceled without sufficient notice.
You must select a Cancellation Reason when deleting (canceling) an appointment in Meevo.
Can employees receive commission on a canceled appointment?
Yes, an employee can receive commission on the cancellation fee according to the employee's service commission settings. Price adjustments from Cancellation/No-Show Fees are always honored in commission calculations, even if Full Commission is enabled.
Adding a Cancellation Reason
Tip: If creating several records that have similar details, select Copy to create a new record with fields identical to the one you just copied. This can save you a lot of time when creating data in Meevo.
- To get to Cancellation Reasons, type cancellationreasons into the Convobar, or go to Meevo > Appointments > Cancellation Reasons.
- From the Cancellation Reasons search form, select Add New.
- Display Name: Enter a name that will make this item easy to identify in lists or menus in Meevo.
- Cancellation Fee Amount: The fee, if any, for canceled appointments. A value of zero (0) means that a client will not be charged for this Cancellation Reason.
- Apply fee to each Add-On: When enabled, the client will be charged a Cancellation Fee for each add-on in the canceled appointment.
- Include in Online Booking Cancellation Reasons: Makes this Cancellation Reason available to clients that cancel an appointment through Online Booking. For this option to take effect, Allow Online Appointment Cancellation must be enabled in Online Booking Settings.
- When finished, select Save.
Editing a Cancellation Reason
Note: Some fields on the form may not be editable if the current location is not the item's Home Location.
- Locate the Cancellation Reason and select it.
- Select Edit, and make your changes.
- When finished, select Save.
Inactivating or reactivating a Cancellation Reason
When you inactivate a Cancellation Reason:
- Appointments already canceled with this Cancellation Reason remain unchanged in the Appointment Book.
- It is no longer selectable from any forms or menus in Meevo.
- It can still appear in Meevo reports.
- It does not appear in Meevo search results unless Inactive is selected from the Advanced menu.
- If you inactivated the item in Central Office, the item becomes inactive in associated locations as well.
- Remember that only the owner (as determined by the Owned By field) of the item can inactivate or reactivate it.
To inactivate or reactivate:
- Locate the Cancellation Reason and select it.
- Select Edit.
- Select the switch to toggle it to Active or Inactive.
- Select Save.
Deleting or undeleting a Cancellation Reason
When you delete a Cancellation Reason:
- Appointments already canceled with this Cancellation Reason remain unchanged in the Appointment Book.
- It is no longer selectable from any Meevo forms or menus.
- It does not appear in Meevo search results unless Deleted is selected from the Advanced menu.
- It may still appear in Meevo reports depending on the report setup criteria.
- If you deleted the item in Central Office, the item becomes deleted in associated locations as well.
- Remember that only the owner (as determined by the Owned By field) of the item can delete or undelete it.
Note:To delete or undelete this item, the current location must be its Home Location.
To delete or undelete:
- Locate the Cancellation Reason and select it.
- Select Delete or Undelete.
- If deleting, a confirmation message appears. Select Yes to complete the deletion.
- If undeleting, the form becomes active after you select Undelete. Select Save to finish undeleting.