Changes

Cancelling visits and days, rescheduling, and missed visits.

  • Cancelling a visit or a day

    Cancel one visit, a whole day, one team member's day or part of a day, with a reason, an optional charge and an email to each customer.

  • Reschedule or Don't reschedule

    Decide what happens to a cancelled or missed visit: book it again in a new slot, or record that no new visit will be booked.

  • Waiting to be scheduled

    The page that lists visits needing a new slot and due visits not yet on the diary, and why a visit lands on each list.

  • Missed visits and cancellations

    The record of every cancelled and missed visit, what each status means, and how to filter and download it.

  • Reopening a cancelled day

    Undo a cancelled day or part of a day so planning can use the time again, and put the cancelled visits back if you want.