How to Cancel an Appointment
15 steps
1
This guide will walk you through how to cancel an appointment. If the booking is paid and the invoice is linked to the appointment, you'll be prompted to choose whether to issue a refund as part of the cancellation flow. We'll start by showing how to cancel an appointment that doesn't have a linked invoice or if the linked invoice is unpaid.
Cancel an Appointment without a linked invoice or an unpaid invoice
2
Open up the appointment you want to cancel
3
In the appointment details, click the trash can icon in the top-right corner to begin the cancellation process.
4
Click Continue to confirm.
5
Select the reason for the cancellation
6
Then click "Cancel Appointment". The patient will be notified that their appointment has been cancelled. If the appointment had an invoice attached, it will be marked as Voided.
Cancel an Appointment with a paid, linked invoice
7
If the appointment has been paid, you’ll be prompted to choose whether to issue a refund as part of the cancellation flow.
8
Find the correct appointment in the schedule and click it to open the appointment details.
9
In the appointment details, click the trash icon in the top-right corner to begin.
10
When the confirmation prompt appears, click **Continue** to proceed to the refund step.
11
Choose how much to refund: - Enter the **full amount** for a full refund - Enter a **partial amount** for a partial refund - Enter **0** if no refund should be issued
12
Once the refund amount is set, click **Continue**.
13
Review the refund details. If everything looks correct, click **Refund** to process it.
14
Then, lastly, select the reason for the cancellation
15
Click Cancel Appointment to complete the cancellation. The invoice status will update accordingly. If payment was taken through Adoreal, the refund is processed automatically; if it was paid externally (e.g., bank transfer), you’ll need to refund the patient manually
How to Cancel an Appointment
15 steps
1
This guide will walk you through how to cancel an appointment. If the booking is paid and the invoice is linked to the appointment, you'll be prompted to choose whether to issue a refund as part of the cancellation flow. We'll start by showing how to cancel an appointment that doesn't have a linked invoice or if the linked invoice is unpaid.
Cancel an Appointment without a linked invoice or an unpaid invoice
2
Open up the appointment you want to cancel
3
In the appointment details, click the trash can icon in the top-right corner to begin the cancellation process.
4
Click Continue to confirm.
5
Select the reason for the cancellation
6
Then click "Cancel Appointment". The patient will be notified that their appointment has been cancelled. If the appointment had an invoice attached, it will be marked as Voided.
Cancel an Appointment with a paid, linked invoice
7
If the appointment has been paid, you’ll be prompted to choose whether to issue a refund as part of the cancellation flow.
8
Find the correct appointment in the schedule and click it to open the appointment details.
9
In the appointment details, click the trash icon in the top-right corner to begin.
10
When the confirmation prompt appears, click **Continue** to proceed to the refund step.
11
Choose how much to refund: - Enter the **full amount** for a full refund - Enter a **partial amount** for a partial refund - Enter **0** if no refund should be issued
12
Once the refund amount is set, click **Continue**.
13
Review the refund details. If everything looks correct, click **Refund** to process it.
14
Then, lastly, select the reason for the cancellation
15
Click Cancel Appointment to complete the cancellation. The invoice status will update accordingly. If payment was taken through Adoreal, the refund is processed automatically; if it was paid externally (e.g., bank transfer), you’ll need to refund the patient manually
