đŸ› ī¸ Scheduling: Set Up
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Scheduling Set Up: Cancellation Reasons

Create custom cancellation reasons in Hi Rasmus to track appointment cancellations

📹 Watch: Setting up Cancellation Reasons


How To: Set up Cancellation Reasons

1. From the left hand navigation menu select [Settings] >> [Scheduling] >> [Cancellation Reasons]

2. You'll see three pre-populated Cancellation Reasons: Holiday, Sick and Vacation

3. To edit one of the existing cancellation reasons, click the name of the cancellation reason.

To add an entirely new cancellation reason select [Add Cancellation Reason]

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4. Enter the  cancellation reason name into the [Reason] field

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5. To edit the options for type of cancellation either hit the [X] next to the type name or select the drop down arrow to add a selection.

  • There are three options for cancellation type: Other, Client and Staff. 
  • â„šī¸ When cancelling an appointment, users will be prompted to specify the cancellation type if more than one type is listed as an option for a cancellation reason.

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6. Once you've added the Reason and Types select [Save] or if you'd like to remove the cancellation reason altogether select [DELETE]

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