Schedulista is 24/7 online appointment scheduling software for businesses and organizations.
With your cancellation and rescheduling policy, you can set the latest a client can cancel or reschedule an appointment online prior to their scheduled appointment time. You can also disable online cancelling and rescheduling, if you need or prefer.
Note about cancellation & rescheduling policy and appointment reminders
Your cancellation & rescheduling policy affects when appointment reminder emails and the first optional text/SMS reminders (if available in your country) are sent to your clients. You can view when they will be sent on your Confirmations, Reminders, Notifications settings page. You can also set them to be separate from the cancellation & rescheduling policy, if you need.
Summary
Cancel this appointment and Reschedule this appointment links are in the confirmation & reminder emails sent to clients after booking.
The cancel and reschedule links also appear on the online appointment summary pages. These are accessed by clicking the View appointment details link in the emails or tapping the Details link in the optional text/SMS reminders.
When clients add the appointment to their personal calendar, a link to the summary page appears in the description. This can be used to get to the cancel and reschedule links.
Additional text can added to the cancellation & reschedule policy notice clients see in the scheduler, in the confirmations & reminders, and on the summary pages.
Setting your cancellation and rescheduling policy
Instructions
(1) On the web app: Go to Settings > Scheduling Policies
On the mobile app (version 7.3 or above): Tap on Scheduling Policies under the Configure section on the Settings tab
At the top of the page is the Cancellation and Rescheduling Policy.
(2) Set the length of time from the drop-down menu below the question "How far in advance are customers allowed to cancel or reschedule online?"
Note: You can select as short as 1 hour prior to an appointment or as long as 2 weeks. You also have the options to allow clients to cancel or reschedule at any time or to not allow them to cancel or reschedule online.
The Client Notice field will display the cancellation and rescheduling policy message that will be shown to customers.
(3) On the web app: Click Save at the bottom of the page
On the mobile app: Tap Save at the bottom of the page, then tap Done at the top of the page to return to the Settings tab
Brief tutorial
Updating your cancellation and rescheduling policy notice message
You can add custom text to the cancellation & rescheduling policy notice message that your clients will see.
Instructions
(1) On the web app: Go to Settings > Scheduling Policies
On the mobile app (version 7.3 or above): Tap on Scheduling Policies under the Configure section on the Settings tab
At the top of the page is the Cancellation and Rescheduling Policy.
(2) Click or tap on the green pencil at the end of the default message
(3) Edit your customized cancellation message in the text area
Note: The default text displaying the time of your cancellation & rescheduling policy cannot be changed.
(4) When you're done, click or tap outside of the text field
(5) On the web app: Click Save at the bottom of the page
On the mobile app: Tap Save at the bottom of the page, then tap Done at the top of the page to return to the Settings tab
Brief tutorial
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