Manage cancellation reasons
Put together the list of reasons your team picks from when cancelling an appointment, so you can see later why appointments did not go ahead.
When cancelling an appointment, your team can pick a reason. That way you can see later why appointments did not go ahead. You put the list of reasons together yourself.
The reasons you start with
A new workspace has three reasons, named in Dutch: Afspraak kopiëren (copy appointment), Afspraak per ongeluk gemaakt (appointment made by mistake) and Klant niet beschikbaar (client not available). Afspraak per ongeluk gemaakt is locked, with a padlock: you can use it but not change or delete it.
Add a reason
- Go to Settings › Planning › Cancellation reasons.
- Click Add.
- Type the reason, for example Ill or Weather. You have up to 100 characters; the first letter becomes a capital on its own.
- Click Save.
Change or delete a reason
- Click Actions next to the reason.
- Choose Edit to change the name, or Delete.
- Confirm your choice.
Pick a reason when cancelling
Open an appointment and choose Cancel. Under Cancellation reason, pick a reason from the list, or leave No reason given. The reason is not required. With Cancel all in a group appointment, you pick one reason for every appointment.
You need the permission Has access to business settings. You set it under Settings › Team members › Permission roles. Anyone who may create appointments can pick a reason when cancelling.
Frequently asked questions
Do clients who cancel online pick a reason too?
No. A client who cancels online can write a note of their own. You read it in the appointment under View appointment activity.
Can I make a reason required?
No, a reason is always optional.
Why are the default reasons in Dutch?
The three reasons a workspace starts with have Dutch names. You can rename two of them.