Cancellations, reschedules, and no-show handling

Customer-initiated cancellations and reschedules

Every confirmation email and SMS contains a unique cancel/reschedule link. Customers click it to manage their appointment without calling you.

  • Cancel link sends them to a page asking for an optional reason and confirms cancellation

  • Reschedule link shows your remaining availability and lets them pick a new slot

  • Cancellation policies (window, fees) are configured in calendar settings and shown on the cancel page

Set a cancellation policy

  1. Calendar → Settings → Cancellation Policy

  2. Set the cancellation window (e.g., 24 hours before appointment)

  3. Set behavior outside the window: not allowed, requires manual approval, or fee charged

  4. Customize the policy text shown to customers — keep it short, clear, and friendly

Cancellation fee enforcement

  • Cancellation fees can be auto-charged to the saved payment method (requires customer-saved card from booking)

  • Or queued for manual collection by your team

  • Be transparent: cancellation policies must be shown at the time of booking, not buried in confirmation emails

No-show handling

When an appointment time passes and the customer didn't show up:

  1. Open the appointment in the calendar

  2. Click "Mark No-Show"

  3. Choose follow-up action: send reschedule offer, charge no-show fee, add to no-show smart list

  4. System automatically tags the contact with "no-show" — useful for identifying repeat offenders

NOTE — No-show pattern detection

Build a smart list filtered by "no-show count >= 2 in last 90 days." These customers may need stronger pre-booking screening (require a deposit, require credit card on file). Repeat no-shows quietly drain hours of your team's time — having the data lets you make policy decisions based on facts, not feelings.

Reschedule by your team

  • Open the appointment — click "Reschedule"

  • Pick the new slot from the calendar view

  • System auto-notifies the customer via SMS and email with the new time

  • Original confirmation/reminder schedule shifts to the new time automatically

Mass reschedule (e.g., staff out sick)

  1. Calendars → select the affected day or staff

  2. Bulk-select appointments → "Reschedule"

  3. Either offer self-service reschedule links to all affected customers, or pick alternative slots manually

  4. Customers receive automatic notification of the change

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