How do I make the cancellation reason field appear when canceling?
LAST UPDATE: 7/27/2022
PRICING TIER: All
APPOINTMENT VERSION: Single & Multiple
The “Reason” field can be added to the cancellation policy pop-up window that displays when appointments are canceled in Site Administration, or through the Customer View. Any notes added within the “Reason” field can be viewed later within the customer Appointment History Details. You can also find the cancellation reason notes in the reports section by selecting the “Cancel Reason” field when running an Appointment Report. The preferences to enable the feature can be found within the “Appointments” section of Preferences.
Require a cancellation reason
Enable the Customer View
GO TO: Settings > Appointments > “Require a reason for cancellation on the front end” > Yes > Update.
Enable for Site Administration
GO TO: Settings > Appointments > “Require a reason for cancellation in admin” > Yes > Update.
NOTE: The “Reason” field will only display if the cancellation policy pop-up window is also enabled.
Show your cancellation policy
Enable the cancellation policy pop-up within the Customer View
GO TO: Settings > Appointments > “Display cancellation policy popup on the front end when a customer cancels” > Yes > Update
Enable the cancellation policy pop-up within Site Administration
GO TO: Settings > Appointments > “Display cancellation policy popup in admin upon cancelling” > Yes > Update
Edit your cancellation policy
To add your own cancellation text, please review the following Preferences. (Also located within the “Appointments” Preferences section)
Add Cancellation Policy Pop-Up To Customer View
GO TO: Settings > Appointments > “Cancellation policy to display on the front end”
Add Cancellation Policy Pop-Up To Site Administration
GO TO: Settings > Appointments > “Cancellation policy to display in admin”