This article explains how the cancellation policy applies when clients cancel their appointments from the client portal.
If you enable a deposit and cancellation/no-show policy in Pabau, clients must enter their card details to secure their booking.
Step 1: Navigate to Your Online Booking Portal
Begin by accessing your online booking portal. Then, proceed to book an appointment from a client's perspective.
Step 2: Enter Card Details
At checkout, clients will be prompted to enter their card details, with a message confirming they won’t be charged just for adding them. If they already have a card on file, they can either use it to pay or switch to a different one. Clicking 'Confirm Appointment' finalizes the booking.
NOTE: If a client removes their saved card(s), the system will still keep a record of those cards for any existing appointments that have an active no-show or cancellation policy. This ensures that you can still enforce the policy using the previously saved card details if a client tries to cancel late or doesn't show up.
Step 3: Cancel Appointment
Once the appointment is booked, navigate to the avatar located at the top right corner of the screen. Then select 'Appointments' to view upcoming and past appointments.
Upon viewing the upcoming appointment, you have the option to view the details, reschedule, or cancel the appointment (based on what you have set up in the online booking customization).
When clients attempt to cancel and the cancellation policy applies, they’ll see a prompt stating the fee they’ll be charged if they proceed.
By clicking 'Yes', the appointment will be canceled.
Step 4: Navigate to the Client Card
To track a client’s activity in Pabau, head to their client card and check the "Appointments" and "Financials" tabs.
By following these steps, clients will be charged a cancellation fee when canceling an appointment online.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.