Event type: Payment and cancel/reschedule policy when payment is collected via ScheduleOnce

When you display a price for your Event type and collect payment via ScheduleOnce, your ScheduleOnce app is connected to PayPal and payments are collected automatically when Customers schedule or reschedule a booking. 

Depending on your Refund settings, you can also enable ScheduleOnce to automatically process refunds when Customers cancel a booking. This allows you to streamline your payment and refund processes and provide a seamless Customer experience.

In the Payment and cancel/reschedule policy section, you can automate the payment and refund processes that occur on the Customer Cancel/reschedule page. You can define the price the Customer pays for a booking and the refund amount that the Customer will receive if they cancel. You can also define the reschedule fee they will be charged if they reschedule.

In this article, you'll learn how to configure the Customer Cancel/reschedule policy when you display a price for your Event types and collect payment via ScheduleOnce.

Customer Cancel/reschedule policy rules

The following rules apply to the Customer Cancel/reschedule policy:

Requirements

To configure the Customer Cancel/reschedule policy for your Event types, you must:

Configuring the Customer Cancellation and Reschedule policy

NoteWhen you work with Session packages, Customers can cancel each session independently and each session is subject to the Cancellation policy. In the Payment and cancel/reschedule policy section, you set the package price and the refund amount that Customers will receive if they cancel each session independently.

  1. In ScheduleOnce, go to Setup and click on the Event type you want to edit in the Event types section.
  2. Click the Payment and cancel/reschedule policy section (Figure 1).
    Figure 1: Payment and cancel/reschedule policy
  3. In the Payment and pricing step, select Display a price and collect payment via ScheduleOnce (Figure 2).
    Figure 2: Payment and pricing step
  4. In the Cancellation policy step (Figure 3), select your preferred option using the drop-down menu.
    Figure 2: Cancellation policy 

    • Any time before the meeting: This means that Customers can cancel right before the scheduled meeting time. This can be a matter of minutes before the meeting. You can set the refund amount that the Customer will receive if they cancel the booking. Note that you can process refunds automatically via ScheduleOnce if you set your Refund settings to Automatic Enable manual and automatic processing of refunds via ScheduleOnce.
    • Up to a certain time before the meeting: In this case, you can select how long before the scheduled meeting time that the Customer can cancel. The possible values range from 15 minutes to 14 days. You can set the refund amount that the Customer will receive if they cancel the booking before and after the milestone. Note that you can process refunds automatically via ScheduleOnce if you set your Refund settings to Automatic Enable manual and automatic processing of refunds via ScheduleOnce.
    • Never: In this case, the Customer will never be able to cancel the booking.
  5. In the Cancellation policy step, you can also define the Policy description that is visible to Customers on the Customer Cancel/reschedule page. By default, ScheduleOnce generates an automatic text based on your selection. You can decide to use your own custom text instead if you want to customize the cancellation policy description.

  6. Finally, in the Cancellation policy step you can also choose to ask your Customers to give you a cancellation reason (see Figure 4). This question will be displayed on the Customer Cancel/reschedule page. You can choose to make the cancellation reason Mandatory, Optional, or choose not to display the field at all by selecting Don't ask.
    Figure 4: Customer cancellation reason

  7. In the Reschedule policy step (Figure 5), you can select the following options using the drop-down menu.
    Figure 5: Reschedule policy

    • Any time before the meeting: This means that Customers can reschedule right before the scheduled meeting time. This can be a matter of minutes before the meeting. You can set the Reschedule fee that you will collect automatically if the Customer reschedules the booking.
    • Up to a certain time before the meeting: In this case, you can select how long before the scheduled meeting time the Customer can reschedule. Values range from 15 minutes to 14 days. You can set the Reschedule fee that you will collect automatically if the Customer reschedules the booking before or after the milestone.
    • Never: In this case, the Customer will never be able to reschedule the booking.

      NoteWhen you work with Session packages, Customers can reschedule each session independently and each session is subject to the Reschedule policy. In the Payment and cancel/reschedule policy section, you set the package price and the reschedule fee that Customers will be required to pay if they reschedule each session independently.

  8. In the Reschedule policy step, you can also define the Reschedule policy description that is visible to Customers on the Customer Cancel/reschedule page. By default, ScheduleOnce generates an automatic text based on your selection. You can decide to use your own custom text instead if you want to customize the Customer reschedule policy description.

  9. Finally, in the Reschedule policy step (Figure 6) you can also choose to ask your Customers to give you a reschedule reason. This question will be displayed on the Customer Cancel/reschedule page. You can choose to make the cancellation reason Mandatory, Optional, or choose not to display the field at all by selecting Don't ask.
    Figure 6: Customer reschedule reason

Congratulations! You've now set the Customer cancellation and Reschedule policy that is displayed on the Cancel/reschedule page for your Event type when you display a price and collect payment via ScheduleOnce.

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