When a client makes a cancellation with less than 24 hours notice, you can action this in the Quick View page. Cancelling an appointment with less than 24 hours notice will deduct a session from the clients' session count.
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This guide is for Cancelling an appointment and charging for the appointment. For no-show guidance, see the article here: Mark an appointment as "No Show" in Quick View |
Step 1: Access Quick View
Login to the portal and make sure you are in the Quick View section, which can be selected from the left menu. For more information about accessing Quick View, click here.
Step 2: Find the appointment to cancel
In Quick View, find the upcoming appointment to cancel. This will be in the “Appointments not started” section. If you can’t find the appointment you can search for it by following the instructions for searching here.
Step 3: Click cancel
Once you find the appointment in the “Appointments not started” section, click the “Cancel” button on the right side, near the other appointment action buttons.
Step 4: Confirm cancellation reason and submit
On the pop-up window, confirm the cancelation source and other details:
Select “Client” as the cancellation source, or select “CVI” for anyone other than the client as the cancellation source
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CVI = “anyone” which is you, the Consultant or Converge other than the Cleint. |
Select “Yes” for “Cancelled within 24 hours”. This will ensure a session is deducted.
Select the appropriate reason from the drop down menu for “Reschedule/Cancellation reason” question
Click “Proceed to cancel” button to submit.
