Change, Move, or Cancel a Booking

Fix a customer's details, move a booking to a new time, or cancel it and refund the customer

Available onAll plansUpdated 2 min read
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You can change any booking from the Bookings page. Customers can also do it themselves. See Let customers reschedule or cancel.

Fix a customer's name, email, or phone

  1. Click Bookings in the app menu and find the booking.
  2. Click the pencil icon next to the customer's name.
  3. Change First Name, Last Name, Email, or Phone.
  4. Click Save.

The app does not send a new confirmation. To send the customer their booking details again, open the booking and click Remind.

Move a booking to a new time

  1. Click Bookings and open the booking.
  2. Click Reschedule.
  3. Check the current date and time at the top of the window.
  4. Leave the email checkbox on if you want the customer to get an email about the change. On the Free plan, this email is not available.
  5. Choose the new time:
    • Choose from available times — only open times show.
    • Select a custom time — any date and time, then click Reschedule.

The old time opens up again for other customers. If people are on the waitlist for it, the app asks if you want to tell them. Click Skip if you do not.

Cancel a booking

  1. Click Bookings and open the booking.
  2. Click Cancel. It is the red button.
  3. Choose your options:
    • Notify the customer via email — sends a cancellation email. If Klaviyo is connected, this sends a Klaviyo event instead.
    • Refund the customer (if applicable) — refunds the Shopify order. Needs the Pro Plus plan or higher.
    • Add a short message for the customer if you like.
  4. Click Yes, cancel this appointment.

The booking moves to the Cancelled tab. It stays in your records.

Warning:

Cancelling does not refund the customer unless you check Refund the customer, or you turned on automatic refunds. See Refund customers automatically.

Remove a test booking

There is no separate delete button. Cancel test bookings the same way, and uncheck Notify the customer via email.

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