Calendar Reschedule & Cancellation Windows

Calendar Reschedule & Cancellation Windows

August 08, 20241 min read

If your business has a policy that appointments must be canceled at least 24 hours in advance, you can set this up in the CRM to automatically enforce the rule, ensuring clients adhere to your scheduling policies.

Calendar Reschedule & Cancellation Windows: The Cancellation and Reschedule Policy Settings feature allows you to define time frames for when appointments can be canceled or rescheduled, enhancing control over booking policies.

⭐️ Why Does It Matter To Your Business?

  • Control Over Scheduling: Set specific time frames for when clients can cancel or reschedule, ensuring better management of your appointments.

  • Reduced No-Shows: Implement policies that discourage last-minute cancellations, leading to more consistent scheduling and fewer no-shows.

  • Professionalism: Clearly defined policies help communicate your business standards and improve client relationships.

⭐️ How To Use Calendar Reschedule & Cancellation Windows:

  1. Access the Settings in your account.

  1. Access the “Calendar” Tab from the left navigation menu. Click on Calendar from the upper navigation menu and create new or edit existing one by clicking on three dots > Edit.

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  1. Head to the Notifications and Additional Options section and Turn on “Allow Cancellation” and “Allow Rescheduling” and Specify the time range after which the links should be disabled and you can see the added links in additional Notes as well.

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The Cancellation and Reschedule Policy Settings feature helps your business maintain a professional and organized booking system, reducing no-shows and last-minute changes.

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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