How to Redeem Account Balance when Clients Cancel or No-show

This article explains the process of redeeming account balance in case of client no-shows or late cancellations.

If you have set up your cancellation policy to be able to redeem the account balance from a client, the option to redeem any available account balance will be shown if a client cancels the appointment outside the timeframe of your policy or no-shows the appointment.

Step 1: Navigate to the Calendar

Navigate to the Calendar icon located in the left sidebar menu. Then, click on the appointment you want to cancel or mark as a no-show.

Step 2: Select 'Pay from Package'

After clicking on the appointment that meets the policy criteria, depending if you have set your policy permissions to 'Redeem Package Session' or 'Redeem Account Balance,' you will view two options:

• Pay from Package
• Pay from Account Balance

Select 'Pay from Account Balance,' which will show the client's available balance. By clicking 'Proceed,' you can cancel the appointment and redeem the available account balance.

By following these steps, you can redeem a client's available account balance when they meet the cancellation policy criteria.