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Reschedule Prepaid Appointment

If a customer misses an already paid appointment, you can transfer the payment as a courtesy to a new appointment. Here's how to proceed:

Option 1: On the day of the paid appointment

  1. Cancel the missed appointment
  2. Remove all services from the appointment and use the "Add deposit" function
  3. Enter the paid amount and complete the process with the payment method of the original appointment.
  4. For the customer's future appointments, the deposit can then be redeemed.

Option 2: The paid appointment is in the past

From an accounting perspective, past appointments cannot be cancelled. In this case, proceed as follows:



  1. Create a return for the appointment in the past
  2. Create a deposit in the amount of the return using the "Add deposit" function
  3. Complete the process - no payment method needs to be selected since the invoice amount is 0.00.

Categories: Checkout process
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