How do I charge a client a late fee or deduct a visit for late canceling?

Depending on your cancellation policy, staff will have the option to be able to deduct a visit or charge a cancellation fee when a client is marked as a late cancel. For questions on how to set up your cancellation policy to allow these options please see Cancellation Policy for Appointments/Classes.

Charging a Cancellation Fee

If your appointment or class service is setup to allow staff to charge a cancellation fee, they will see this option when a client is marked as a late cancel. Charging a cancellation fee does not happen automatically. A staff member will need to manually process the late cancellation fee.

1. Select Schedule
2. Go to the Class or Appointment roster.
3. Click on the gear icon next to the client who has late canceled or you wish to mark as a late cancel.
   
4. Once the client has been marked canceled, select Charge for Cancellation.
   
5. Choose to Charge a fee.
6. From the shopping cart, process the cancellation fee.
7. Once the fee has been paid, the client will be marked as Canceled in the roster.
   

Deducting a Visit

When a client late cancels, a visit will be automatically deducted when the cancellation policy is set so that the only penalty allowed is to deduct a visit and the client has a pass or plan to pay for this visit. If your cancellation policy is set to deduct a visit or charge a fee, a staff member will need to manually select to deduct a visit.

1. Select Schedule
2. Go to the Class or Appointment roster.
3. Click on the gear icon next to the client who has late canceled or you wish to mark as a late cancel.
   
4. Once the client has marked a Canceled, select Charge for Cancellation.
5. Choose to deduct a visit from the client's active pass or plan.
   
6. Once the visit has been deducted, the client will be marked as Canceled in the roster.