Appointments are not supported in the Mobile App at this time.
IN THIS ARTICLE:
Learn how to reschedule or cancel an Appointment booking in the Customer Portal.
Canceling an Appointment
To cancel a scheduled Appointment:
- From the MY ACCOUNT page, click on the "Enrollments" link to view the student's current and future enrollments.
- Locate the Appointment booking for which you wish to submit a cancellation.
- Click "Cancel Booking."
- A window will pop up asking you to confirm that you wish to cancel the Appointment.
- Click YES to cancel the Appointment.
- Click NO to exit the window without making any changes.
NOTES:
- If the appointment spans multiple dates, clicking "Cancel Booking" cancels all remaining timeslots beginning with the next meeting date. If you wish to cancel timeslots for a different date, you need to click "View Full Schedule" to view a list of dates.
- If the organizer cancels a Group Appointment, it will also be canceled for all participants.
- However, individual participants may cancel their own Appointment slot, thus freeing up a slot for the organizer to invite someone else to attend in their place.
Rescheduling an Appointment
To reschedule an Appointment:
- From the MY ACCOUNT page, click on the "Enrollments" link to view the student's current and future enrollments.
- Locate the Appointment booking for which you wish to reschedule.
- Click "Reschedule."
- Select the date for which you wish to reschedule the Appointment.
- If any Appointments with available timeslots on the date you choose are found, they will be listed.
- NOTE: Appointments displayed will be limited to those associated with the same Appointment Service and Instructor.
- Select the Appointment you wish to attend.
- Click "Reschedule" to complete the reschedule process.
NOTES:
- If the appointment spans multiple dates, clicking "Reschedule" only reschedules the next meeting date. If you wish to reschedule a different date, you need to click "View Full Schedule" in order to select a different date.
- If the organizer reschedules a Group Appointment, it will also be rescheduled for all participants.
Cancellation Fees
There are two main Appointment settings that determine whether a cancellation fee will be charged for appointments that are canceled and/or rescheduled. These settings are located under SETTINGS>SETUP>APPOINTMENTS SETTINGS>"General Appointments Settings."
- Charge Cancellation Fee: If enabled, the system will charge a Cancellation Fee for any Appointments that are canceled.
- Cancellation Fee Program: choose the financial Program that will automatically be assigned to any Cancellation Fees that are created.
- Cancellation Fee Charge Category: choose the financial Charge Category that will automatically be assigned to any Cancellation Fees that are created.
- Amount (%/$): defines the amount of the Cancellation Fee to be charged. This can be set as either a percentage of the full Appointment cost (%) or a flat dollar amount ($).
- Charge cancellation fee for rescheduled Appointments: if enabled, the system will charge a Cancellation Fee for the original Appointment if it is rescheduled. If left disabled, no Cancellation Fee will be charged for the original Appointment.
NOTE: For Group Appointments, only the organizer will be charged the cancellation fee.