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Policies & rules

How to set your cancellation and rescheduling policy

Define how much notice customers must give and what happens when they cancel late.

Your cancellation policy tells the AI how to respond when a customer asks to cancel or move a job.

Steps

  1. Go to Policies and open the cancellation policy (it's in the starter set).
  2. Edit the notice window (e.g. 24 hours) and whether a late-cancellation fee applies.
  3. Toggle it active and save.

How it works

When a customer texts "I need to cancel tomorrow's appointment," the AI checks the policy: inside the notice window it reschedules freely and frees the slot; outside it, it explains your policy, offers rescheduling, and escalates to you if the customer pushes back or a fee decision is needed.

Tips

  • Mention the policy on your booking confirmation so customers aren't surprised.
  • Pair it with appointment reminders (Settings → Reminders) — reminders cut no-shows more than fees do.
Still stuck? Use the help button in the bottom-right of the app to contact support — we're happy to help.