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A client asked to cancel a lesson

When a client asks to cancel at short notice, review their request and either accept the cancellation or keep the lesson.

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Written by Adam Bedford

When a client cancels less than 48 hours before a lesson, it isn't cancelled straight away. You get a cancellation request to review. You decide whether to accept it. If you do nothing, the lesson stays scheduled as planned.

1. Find the request

Requests show up in three places:

  • On Home, under Needs your attention (1). Select Review, or Review all (2) when the same client has asked to cancel several lessons.

Home with a client's cancellation request and Review all marked
  • At the top of Lessons, as N cancellation requests (1). Select Review.

The Lessons page with the cancellation requests chip marked
  • In the lessons list, with Status set to Cancellation requested (1). This shows every lesson waiting for your answer.

The lessons list filtered to Cancellation requested

2. Open the lesson

Open the lesson. The notice (2) says who asked to cancel, when they asked and their reason. To talk to them first, use the message button next to it, which shows their first name (for example Message Chris).

When you're ready, select Review cancellation (1).

A lesson with Review cancellation and the client's request marked

3. Accept or keep the lesson

The Accept this cancellation? window repeats the client's reason.

  • Select Accept cancellation (1) to cancel the lesson for both of you.

  • Select Keep lesson (2) to close the window. The lesson stays scheduled as planned.

Accept this cancellation? with Accept cancellation and Keep lesson marked

4. See the result

If you accept, you see Lesson cancellation approved. This lesson is no longer scheduled. The lesson is marked Cancelled, with the client's reason. If the client hadn't been charged for it, Billing shows Not charged.

The lesson marked Cancelled after accepting

Good to know

  • Keep lesson only closes the window, and the request stays on the lesson. Message your client to let them know you'd like to go ahead.

  • In the calendar, a lesson with a request is marked Cancellation requested.

  • Clients can cancel a lesson that's more than 48 hours away without your approval.

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