This article explains how you can manage the cancellation/no-show protection policy in the Pabau Calendar.
Step 1: Navigate to Calendar
Start by logging into your Pabau account using your login credentials. Navigate to the Calendar located on the left sidebar menu and locate the appointment you need to cancel.
Step 2: Cancel the Appointment
When canceling the appointment, the cancellation charge section will appear if it meets the cancellation policy criteria.
This applies when:
- The selected cancellation reason falls under the policy.
- The appointment is canceled after the allowed time.
If you have selected 'Allow Override' in the cancellation policy, the toggle next to the Cancellation Charge will be clickable and staff members can decide whether to charge a cancellation fee when an appointment is canceled. If not, it will be greyed out.
Step 3: Mark an Appointment as a No-Show
When selecting an appointment and clicking the no-show button, the Mark as No Show popup will appear along with the Apply no-show fee section, which:
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has a toggle that can allow you to disable or enable charging a no-show fee
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shows the amount that the client will be charged for the appointment, based on the policy
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a field where a staff member can enter a custom amount if overriding is allowed via the policy page
Once you've clicked 'Proceed,' an invoice will be generated.
If the no-show fee charge is successful, a notification will appear in the green success pop-up and will read: We successfully charged [Name]'s card.
If the no-show fee charge is not successful, the following note will appear in red: We couldn’t charge [Name]'s card.
Step 4: Override Policy
If the cancellation policy Allow override setting is set not to allow overrides, then the field Override cancellation charge should be grayed out.
If the cancellation policy, Allow override setting is set to allow overrides, then you will be able to enter a custom amount in the field Override cancellation charge.
By following these steps, you can manage the cancellation/no-show policy in the calendar.
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.