Plans change. Easy Appointment Booking gives you full control over every booking from the dashboard — you can update customer details, move a booking to a new time, or cancel it entirely.
Editing a booking
Editing lets you correct customer contact details or update internal notes. It does not change the date, time, or service.
What you can edit:
- First name and last name
- Email address
- Phone number
To edit a booking:
- Go to Bookings and find the booking you want to change.
- Click the booking row to open the detailed view.
- Click the Edit button (pencil icon) in the booking header.
- Update the fields you need to change.
- Click Save.
Editing a booking's email address updates where future notifications go, but does not resend the original confirmation. If the customer needs a copy, use the Send reminder button to send them the current booking details.
What you cannot edit directly
The booking date, time, service, and intake question answers cannot be changed through the edit form. To move the appointment, use Reschedule instead. Intake answers are stored as order properties on the Shopify order and cannot be modified after the booking is confirmed.
Rescheduling a booking
Rescheduling moves the booking to a new date and/or time. The original slot is released and becomes available for other customers.
To reschedule a booking:
- Open the booking from the Bookings tab.
- Click Reschedule.
- The reschedule modal shows the current booking details at the top. Review them, then pick a new time.
- Choose from two methods:
- Choose from available times — shows your normal calendar so you can only pick an open slot.
- Select a custom time — lets you enter any date and time, even outside your schedule.
- Check or uncheck Notify the customer via email depending on whether you want the customer to receive a reschedule email.
- Select the new slot and confirm.
What notification does the customer receive?
If the notification checkbox is checked, the customer receives a reschedule email with the updated date and time. This uses the reschedule email template configured under Edit Service → Notifications.
On the Free plan, reschedule email notifications are not available. Upgrade to a paid plan to enable them.
After rescheduling, the original time slot opens back up on your calendar. If you have customers on a waitlist for that slot, the app will prompt you to notify them that a spot has become available.
Cancelling a booking
Cancelling marks the booking as cancelled and optionally notifies the customer and issues a refund.
To cancel a booking:
- Open the booking from the Bookings tab.
- Click Cancel (shown in red).
- A confirmation dialog appears. Review the options:
- Notify the customer via email — checked by default. Uncheck if you don't want to send a cancellation email.
- Refund the customer — issues a Shopify refund if payment was collected. Available on Pro Plus and higher plans.
- Optional message — if the notification checkbox is on, you can add a personal note that will be included in the cancellation email.
- Click Yes, cancel this appointment to confirm.
What happens to the Shopify order?
Cancelling a booking does not automatically cancel or refund the linked Shopify order unless you have enabled automatic refunds in your settings (or you check Refund the customer in the cancellation dialog).
When a refund is processed, Shopify returns the funds to the customer's original payment method. A note is added to the Shopify order recording that the booking was cancelled.
To turn on automatic refunds by default, go to Settings → General → Shopify Workflow and enable Automatically refund the Shopify Order.
If you enable automatic refunds, every cancellation — including ones you make by mistake — will immediately trigger a Shopify refund. Make sure this matches your cancellation policy.
Waitlist notification
If customers are on the waitlist for the cancelled slot, the app will show a prompt asking if you want to notify them that the spot has opened up. You can notify all waitlist customers with one click or skip it.
Deleting vs. cancelling
Cancel and Delete do different things:
| Action | What it does |
|---|---|
| Cancel | Marks the booking as Cancelled in the dashboard. Booking history is preserved. Sends cancellation email if enabled. |
| Delete | Permanently removes the booking record. No email is sent. The booking disappears from the dashboard entirely. |
Use Cancel in almost all cases — it preserves the record and gives you the option to notify the customer. Delete is only useful for test bookings or duplicates you want to remove from the list entirely.
To delete a booking, open the detailed booking view and look for the Delete option in the actions menu.
Next steps
- Letting customers reschedule or cancel — give customers a self-service link to manage their own bookings
- Automatic refunds — configure your refund policy for cancellations
- Email notifications & reminders — customize the emails sent for reschedules and cancellations