How to Create and Manage Cancellation Reasons
Creating cancellation reasons and using them later to track patients' canceled appointments is essential. Here's how you can create and manage cancellation reasons:
Step 1: Navigate to Cancellation Reasons
Start by logging into your Pabau account. Once you're in, click on Setup in the left sidebar menu, then click on Objects under "Developer and Other", and select Cancellation Reasons.
Step 2: Create a Cancellation Reason
Once there, click on "New Cancellation Reason" in the top right corner. In the prompt that opens, provide a name for the cancellation reason, then click on "Create".
Please note that the ability to apply a cancellation policy will be available soon.
Step 3: Edit or Delete a Cancellation Reason
If you need to make a change to a cancellation reason, click on it, make the necessary changes, then click on "Save".
If you wish to delete a cancellation reason, click on it, then select "Delete", and confirm the deletion in the prompt that appears.
Step 4: Apply the Cancellation Reasons
Once you've created your cancellation reasons, you can go to the calendar and apply them if a client wants to cancel the appointment.
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.