Reschedule Prepaid Appointment

If a customer misses or cancels an appointment that has already been paid in advance, you can graciously transfer the prepaid credit to a new appointment. Depending on whether the original appointment is still on the same day or is already in the past, you proceed slightly differently.

Variant 1: On the day of the prepaid appointment

1. 1
   Cancel the missed appointment (see also Appointment status change to "Cancelled" – No Show).
2. 2
   Remove all services from the appointment and use the "Store prepayment" function (details see Prepayments for future appointments).
3. 3
   Enter the prepaid amount and complete the process with the payment method of the original appointment.
4. 4
   The stored prepayment can subsequently be redeemed at a new appointment of the customer.

Variant 2: The prepaid appointment is in the past

From an accounting perspective, past appointments can no longer be cancelled. In this case, proceed as follows:

1. 1
   Create a return for the appointment in the past (see also Cancel invoices).
2. 2
   Create a prepayment in the amount of the return using the "Store prepayment" function (details see Prepayments for future appointments).
3. 3
   Complete the process – since the invoice amount is 0.00 €, no payment method needs to be selected.