Cancel Services from the Schedule

Modified on Tue, 11 Oct, 2022 at 11:52 AM

You can use the Cancel function when your client has requested that you cancel some or all of their services. 
  • Example: you might need to cancel dog walks on a public holiday or cancel services because a client is home from work. 
Services that are cancelled:
  • are removed from admin and staff schedules. You can filter the schedule to view them.
  • remain on service orders, quotes and invoices "greyed out."
  • the client charge is set to zero, but can be edited e.g. to re-add a late cancel fee.
  • the staff pay is set to zero, but can be edited to re-add pay in the case of a late cancel.
Note: Cancelled services can be re-instated (un-cancelled) if they were cancelled in error (see below how to do this).

How Do I Cancel One or More Services from the Schedule?

Navigation: Scheduler > Schedule > List, Column or Compact View

Step 1

  • Check the box to the left a service, or check "All" in Header to select all services.
  • Click "Cancel."

Cancel one or more services in the schedule in dog walking softwareStep 2

Once you cancel a service, it is removed from the "Scheduled Services" view of the Schedule.
  • To view cancelled services, select "Cancelled Services Only" from the "Scheduled Services" dropdown and set the date range.
  • The cancelled service is flagged as "CANCELLED" on all of these services.

Cancel one or more services in the schedule in dog walker software

Step 3

Tip: To add a late cancellation fee, see Edit Services from the Schedule.
  • Cancelled services are automatically updated as "Cancelled" on the client order. 

View Cancelled Services in a Client Order in Dog Walking Software

Can I Reinstate a Cancelled Service?

Yes, to reinstate a cancelled service, select the cancelled service(s) and click "Cancel" again, this will "un-cancel" the service(s). 

Reinstated services are:
  • returned to the admin and staff schedules.
  • visible in the client's schedule under "Scheduled Services."
  • no longer appeared "greyed out" on the service order.
  • will no longer be marked cancelled on client quotes and invoices.
  • display appropriate client charge and staff pay on the services and reports.
Note: The process is the same for any view of the Schedule, List View, Column View or Compact View.

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