Cancel Services from the Schedule

• Example: you might need to cancel dog walks on a public holiday or cancel services because a client is home from work. 

• are removed from admin and staff schedules. You can filter the schedule to view them.
• remain on service orders, quotes and invoices "greyed out."
• the client charge is set to zero, but can be edited e.g. to re-add a late cancel fee.
• the staff pay is set to zero, but can be edited to re-add pay in the case of a late cancel.

Note: Cancelled services can be re-instated (un-cancelled) if they were cancelled in error (see below how to do this).

How Do I Cancel One or More Services from the Schedule?

Step 1

• Check the box to the left a service, or check "All" in Header to select all services.
• Click "Cancel."

Step 2

• To view cancelled services, select "Cancelled Services Only" from the "Scheduled Services" dropdown and set the date range.
• The cancelled service is flagged as "CANCELLED" on all of these services.

Step 3

Tip: To add a late cancellation fee, see Edit Services from the Schedule.

• Cancelled services are automatically updated as "Cancelled" on the client order. 

Can I Reinstate a Cancelled Service?

• returned to the admin and staff schedules.
• visible in the client's schedule under "Scheduled Services."
• no longer appeared "greyed out" on the service order.
• will no longer be marked cancelled on client quotes and invoices.
• display appropriate client charge and staff pay on the services and reports.

Note: The process is the same for any view of the Schedule, List View, Column View or Compact View.