Applying a Late Fee or Deducting a Visit When a Client Late Cancels

Charging a Cancellation Fee

If your appointment or class service is setup to allow staff to charge a cancellation fee, they will see this option when a client is marked as a late cancel. Charging a cancellation fee is not automatic and will need to be processed manually by a staff member.

1. Click Schedule.
2. Navigate to the Class or Appointment roster.
3. Click on the gear icon next to the client and mark them as late canceled.
   
4. Once the client has been marked canceled, click Charge for Cancellation.
   
5. From the shopping cart, process the cancellation fee.
6. This will take you to the Shopping Cart. Process the payment for the fee to finalize the cancellation.
7. Once the fee has been paid, the client will be marked as Canceled in the roster.
   

Deducting a Visit

When a client late cancels, a visit will be automatically deducted if the cancellation policy only allows a visit to be deducted and the client has a pass or plan to pay for this visit. If your cancellation policy is set to deduct a visit or charge a fee, a staff member will need to manually select to deduct a visit.

1. Click Schedule.
2. Navigate to the Class or Appointment roster.
3. Click on the gear icon next to the client and mark them as late canceled.
   
   
4. Once the client has been marked as Canceled, click Charge for Cancellation.
5. Choose to deduct a visit from the client's active pass or plan.
   
6. After the visit is deducted, the client will be Canceled on the roster.