Allow customers to reschedule bookings through the customer portal and email links

OctopusPro allows your customers to reschedule their bookings through the customer portal. Your customers can cancel or reschedule their bookings from the booking view page on your portal. Your customers can also cancel or reschedule their bookings through the links in the booking confirmation emails and reminder emails. 

Table of content:

• How do the admin users allow customers to reschedule their bookings through the customer portal? 
• How do the admin users allow customers to reschedule their bookings through email links?
• How do “The minimum notice time required for cancellation” and “Cancel Bookings “affect customers when trying to reschedule their booking? 
• How to disable your customers to reschedule their bookings through the customer portal and email links?

 

How do the admin users allow customers to reschedule their bookings through the customer portal? 

To edit this flag, go to Settings > Customer Portal > Flags & Permissions. You will be redirected to the customer portal flags and permissions settings page. In the booking flags section, use the “Allow customers to reschedule bookings through the customer portal and email links” flag.

Enable the toggle to allow your customers to reschedule their bookings through the booking confirmation page and email links.

When rescheduling bookings you can decide whether you want to enable real-time availability and allow them to only book during an available time slot, or disable the real-time availability feature and allow your customers to book for any time during your set working hours without taking existing bookings and blocked events into consideration. 

Click on the “ Edit” button on the top of the booking confirmation page to reschedule your booking.

A pop-up window will appear so your customer can select their new preferred time for their rescheduled booking. 

How do the admin users allow customers to reschedule their bookings through email links?

The ”Reschedule or change booking details” button will be displayed at the bottom of your booking confirmation email. When customers click on it, they will be directed to their booking view page to reschedule their booking.

Once customers reschedule their bookings, a confirmation email will be sent with the newly rescheduled booking time.

The rescheduled time will be displayed in the admin portal, go to Bookings > Booking Details Page > View Booking.

How do “The minimum notice time required for cancellation” and “Cancel Bookings “affect customers when trying to reschedule their booking?

Customers can go to the booking view page and move the mouse pointer to the “Edit” button to reschedule the booking. It depends on admin users who can set a specific time for cancellation before the customer cancels their booking to learn more about the feature, click here.

The “Cancel booking” button will be converted to “Schedule an appointment” to allow the customer to create a new appointment if needed.

To learn more about this feature, click here.

How to disable your customers to reschedule their bookings through the customer portal and email links?

If you don’t want to allow your customers to reschedule through your portal, you can disable this feature from your customer portal settings and remove the cancel and reschedule links from your email confirmation and reminder email templates.

For more information, please visit the Octopuspro user guide and subscribe to our youtube channel.