Clients can cancel or reschedule from their account on your booking site, from links in your messages, or by asking the AI assistant. You decide whether they can, and up to how close to the appointment.
Before you start
- You need the Super Administrator or Owner role.
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Step 1 of 4
Open the booking settings
Go to Settings βΊ Booking and scroll to the Policies & Restrictions card.
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Step 2 of 4
Set up rescheduling
Turn on Allow Rescheduling. Then pick a Minimum Time Before Rescheduling, from 15 minutes up to 72 hours. Choose Disabled to let clients reschedule right up to the start time.
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Step 3 of 4
Set up canceling
Turn on Allow Canceling. Then pick a Minimum Time Before Cancellation the same way.
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Step 4 of 4
Save
Click Save at the bottom of the card.
You will see:A Settings Updated message appears.
How the rules work
The minimum time counts back from the appointment's start time. With a 24-hour minimum, a client with a Friday 3:00 PM appointment can cancel until Thursday 3:00 PM. After that, the request is refused with a message that explains your policy.
A reschedule must also follow your booking rules for the new time:
- the new time must be at least the Minimum Time Before Booking away, and
- it can't be further out than Maximum Time for Booking in Advance.
When a client reschedules, the appointment's status follows Status After Reschedule in the Appointment Defaults card. Choose Revert to Default Status if you want to re-approve moved appointments. See Approve bookings before they're confirmed.
Write your cancellation policy on a custom page and link to it from your header or footer, so clients know the rules before they book. See Add a custom page.
What clients see when it's turned off
If Allow Rescheduling or Allow Canceling is off, the matching option in the client's account is grayed out. If a client asks the AI assistant, it follows the same rules.
Your team isn't affected. You can always cancel or move appointments from the calendar. See Cancel an appointment or mark a no-show and Reschedule an appointment.
If something is off
A client says the cancel button doesn't work
Check the Minimum Time Before Cancellation. If the appointment starts sooner than that, canceling online is blocked. Cancel it for them from the calendar if you agree.
Clients can't pick a new time far enough ahead
Raise Maximum Time for Booking in Advance in the same card. Reschedules can't go past that limit.
Common questions
Yes. The two switches are separate.