Cancellation Rules are a great way to reduce admin time spent on cancellations. With cancellation rules you can automatically generate an invoice for a cancelled appointment, and/or notify staff of the cancellation. You can also have multiple rules set up for different time periods, or combine the instructions below to create a rule that automatically generates an invoice and notifies staff.


Automatically generate an invoice

πŸ“ You may want to create a cancellation service type before setting up the appointment cancellation rules.

Setting up the cancellation rule

  1. Select Setup, then Settings

  2. In Rules click Appointment Cancellation

  3. Click Create

  4. Enter a name for your rule and select when the rule should be applied. In this example, the rule will be applied if the client cancels with less than 24 hours notice.

  5. In Email Notification select Disable

  6. In Automated Invoice Creation select which service type will be applied to the invoice and enter any invoice notes required.

  7. Click Save

πŸ’‘ You'll need to exist and reenter the page for the saved

Using your Cancellation rule

Your cancellation rule will trigger automatically when an appointment is cancelled with the time period specified in Apply when client cancels within. All you need to do is cancel the appointment. The gif below shows the feature in action.

πŸ›‘ The cancellation rule will be triggered for all cancellations, including if the the cancellation reason is Practitioner cancelled. If you would like practitioner cancellations excluded, vote on the idea


Notify Staff of a Cancellation

  1. Select Setup, then Settings

  2. In Rules click Appointment Cancellation

  3. Click Create

  4. Enter a name for your rule and select when the rule should be applied. In this example, the rule will be applied if the client cancels with less than 72 hours notice.

  5. In Email Notification enter the email address you would like the notification to be sent to.

  6. In Automated Invoice Creation select Disable

  7. Click Save

πŸ’‘ You can only notify one email address via coreplus. If you would like to notify multiple email addresses, try setting up an auto-forward filter with your outlook, gmail or other email provider.

Β When the email notification is triggered, the email will appear like this:


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