Cancel an appointment or mark a no-show

Cancel an appointment when the visit won't happen. Mark it as a No Show when the client simply didn't turn up. Both are final statuses, so your reports and the client's history stay accurate.

Cancel with a reason

1. 1

   Step 1 of 3

   Open the Update form

   On the Appointments page, open the appointment's menu and choose Update. On the calendar, right-click the appointment and choose Update.

2. 2

   Step 2 of 3

   Set the status and reason

   Set Status to Canceled. A Cancellation Reason field appears. Pick the reason, for example Schedule Conflict or Health Reasons. The reason is required here.

3. 3

   Step 3 of 3

   Save

   Click Update Appointment.

   You will see:

   Appointment Updated appears and the status shows Canceled.

For a quick cancel without a reason, click the status badge and pick Canceled. Softalon then saves the reason as Prefer Not to Say.

Mark a no-show

Click the appointment's status badge and pick No Show. You can also choose it in the Update form.

What happens next

• A canceled appointment frees its time slot right away, so the time can be booked again.
• A no-show keeps the time counted as taken, just like a completed visit.
• Neither can be changed again. To bring the client back, book a new appointment.
• Clients are only messaged if one of your automations sends a message for the change. See Automation triggers explained.

Cancel or delete?

Use Canceled. Delete removes the appointment for good, right away and without asking, and leaves its invoice behind. Delete only appointments that were created by mistake.