Canceling an Appointment

Canceling an Appointment from the Client Log

1

Access the guest's Client Log

You have three different ways to access the guest's Client Log:

a) Go to Manage > Clients > Search & select the client's name or phone number

b) If the has a ticket that is currently open, click on their name in the Ticket List, then click on the Client's name at the top of the Ticket

rtaImage (3)

c) If you have already scheduled the client a different appointment, you can click on that appointment on the Schedule, then click on the Client's name in the top left corner

rtaImage (4)

2

Open Future Appointments

Go to the client's Future Appointments tab.

3

Select the cancellation icon

Next to the appointment the client would like to cancel, click the red icon.

4

Submit the cancellation

Choose the Cancellation Type and enter a Reason, then click Submit.

rtaImage (6)

If the Client can give you the Appointment Date & Time

1

Select the appointment date

Use the calendar to the left of the Schedule to select the date the client's appointment is on.

rtaImage (7)

2

Select the appointment

Click the client's appointment on the Schedule.

3

Cancel the appointment

Click Cancel Appt.

rtaImage (8)

4

Submit the cancellation

Choose the Cancellation Type and enter a Reason, then click Submit.

5

Choose services to cancel

If the client has more than one service on that day, you will see this pop-up:

rtaImage

• If the client is cancelling their entire appointment, click "Yes"

• OR

• If the client is only cancelling that particular service, click "No"