User action: Cancel/request to reschedule with Event types

When a Booking status is Scheduled, Rescheduled, No-show, or Completed, the User can request to reschedule or cancel a booking directly from the activity in the Activity stream.

Note You can also request to reschedule or cancel a booking from the mobile admin interface by clicking the Cancel/request reschedule button in the activity. The interface is optimized for both mobile phones and tablets, providing an ideal user experience for every device type.

In this article, you will learn how to cancel or request reschedule directly from the activity in the Activity stream.

Note If you are connected to Google Calendar or PC connector for Outlook, you, as the meeting organizer, can cancel or reschedule directly from the connected Calendar. Learn more about canceling or rescheduling from the connected Google Calendar or connected Outlook Calendar

Requirement:

To cancel or request to reschedule, you must be the Owner or an Editor or Viewer of the activity.

Cancel/request reschedule with Event types

To cancel or request reschedule of a booking with Event types:

  1. Click on the activity from your Activity stream. In the Details pane, click the action menu (three dots). Now, click Cancel/request reschedule.
  2. From the Cancel/request reschedule wizard pop-up, simply select either cancel or request reschedule and click Next (see Figure 1).Figure 1: Cancel/request reschedule wizard using Event types- Selection step
  3. Cancel the booking and request reschedule for the same Event type: Provide a reason for rescheduling, review your input, and click the Request reschedule button to complete the action. The original booking will be canceled and both the User and Customer will receive the Reschedule requested by User email notification. When rescheduling, the Customer will be able to reschedule only with the same Event type for your Booking page or Master page. Learn more about notification scenarios

    Note When using Payment integration, the Reschedule policy might stipulate that the Customer needs to pay a Reschedule fee when rescheduling. This policy only affects rescheduling initiated by the Customer. When you request to reschedule for the same Event type, the Customer will not be asked to pay a Reschedule fee for rescheduling. The payment data will be reassigned from the cancelled booking to the rescheduled booking in the Activity stream upon rescheduling.

  4. Cancel the booking and request reschedule for any Event type: Provide a reschedule reason, review your input, and click the Request reschedule button to complete the action. The original booking will be canceled and both the User and Customer will receive the Reschedule requested by User email notification. When rescheduling, the Customer will be able to reschedule with any Event type for your Booking page or Master page. Learn more about notification scenarios

    Note When using Payment integration and the User requests a reschedule for any Event type, the original booking is canceled and refunded. The Customer will be asked to pay the full Event type price when rescheduling, as if it was a new Booking.

  5. Cancel the booking: Provide a cancellation reason, review your input, and click Cancel the Booking button to complete the action. Both the User and Customer will receive the Booking canceled by User email notification. Learn more about notification scenarios

    Note When using Payment integration, refunds can be processed manually via ScheduleOnce. In this case, manual refunds can be processed directly from the Cancel/request reschedule wizard using Event types- Refund step.

    Note You can always decide to change your selection before you commit by clicking Back at any step of the Cancel/request reschedule wizard. To commit, you must click the Cancel the Booking or Request reschedule button in the last step of the wizard.

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