How do I let families cancel or reschedule, and stop last-minute changes?

You can give people a link to cancel or reschedule their own appointment, and set a cutoff after which the links stop working. After the cutoff, they need to call your office, which helps protect your team from last-minute changes to in-home assessments.

Turn on cancel and reschedule links

1. Go to Calendars > Calendar Settings and open the calendar.
2. Go to Notifications and Additional Options.
3. Under Cancellation and Reschedule Policy, turn on Allow Cancellation of Meeting and Allow Rescheduling of Meeting.
4. Enter how long before the appointment the links should stop working, for example 24 hours. Leave it blank if the links should never expire.
5. Save.

How people get the links

• Calendar invite: the links are added to the notes section of the invite automatically.
• Your own messages: add {{appointment.reschedule_link}} and {{appointment.cancellation_link}} to workflow emails or texts. These only fill in when the workflow is started by an appointment trigger, such as Customer Booked Appointment or Appointment Status. In other workflows they come out blank.
• From the appointment: open the appointment, click Appointment Actions, select Generate Reschedule Link and click Copy Link. Paste it into a text or email. This helps when a family cannot find their original invite.

Have a question about your own account? Submit a ticket and our team will follow up.