You can apply a filter to view Canceled Services Only in the Admin Schedule (List/Column or Compact View). This is helpful when you need to:
- identify clients that cancel often,
- understand cancellation trends,
- to un-cancel visits when necessary and
- to estimate the value of lost revenue from cancelled visits.
How Do I View the Schedule by Cancelled Services Only?Navigation: Scheduler > Schedule > List or Column View
Navigation: Scheduler > Schedule > List or Column View
Step 1
- Select "Cancelled Services Only" from the "Scheduled Services" dropdown.
Step 2
The Schedule refreshes to display only Cancelled Services for the given period.
Note: Cancelled services are "greyed out," with a "Cancelled" tag. Client Charge and Staff Pay are zero. Cancelled services can be re-instated, if needed, see below.
Tip: Use "View Cancelled Services Only" from the Client's Schedule to gain insight on how often a specific client cancels or when you need to "un-cancel" many services for one client.
Note: The process is the same for any view of the Schedule (List View, Column View, Compact View).
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