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Rescheduling and cancellation should be handled carefully because they affect customers, staff calendars, reminders, deposits, and follow-up work. Update the booking record first, then communicate clearly.
What this guide helps you do
- Find the booking that needs to move or cancel.
- Choose a new available time or cancellation reason.
- Keep customer communication, payment status, and team tasks aligned.
Before you start
- Know the customer, service, original time, and reason for the change.
- Check cancellation policy, deposit terms, and staff availability.
- Decide whether the customer should choose a new time or receive suggested options.
Do it manually
- Open the booking from the calendar, customer record, or booking list.
- Review customer details, service, payment, reminders, and staff assignment.
- For rescheduling, choose a new available time and save the change.
- For cancellation, choose the cancellation option and add a clear internal reason if useful.
- Review whether reminders, deposits, refunds, or follow-up tasks need updates.
- Send or review the customer message confirming the change.
Ask Faster AI
- Help me reschedule this customer booking. Find three available alternatives and draft a polite message for review.
- Review this cancellation and list payment, reminder, and follow-up items I should check.
- Draft a customer message explaining the appointment change without overexplaining internal scheduling issues.
Review before customers use it
- Confirm the new time is actually saved before messaging the customer.
- Check deposit, refund, and cancellation terms before promising money changes.
- Review AI-drafted customer messages before sending.
Common issues and fixes
- If the new time is unavailable, check staff assignment, buffers, and blocked time.
- If reminders still show the old time, confirm the booking record was saved and reminders refreshed.
- If a payment is affected, review the payment record before refunding or charging again.
Booking page best practices
For why easy rescheduling protects completed bookings from turning into cancellations, read the booking page best-practices article. Booking Pages That Don't Lose Customers.
Connected workflows
- Create a lead capture form
- Understand Customer 360
- Connect payments for your business
- Create a welcome journey
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- Video placeholder: add a short walkthrough that shows the manual booking path, then shows how to ask Faster AI for the same setup or review before customers can book.