Set each booking field's change rules before publishing. These settings affect online rescheduling, session-credit returns, and review holds, but never issue payment refunds.
Services turns on for your workspace the first time you add an Appointment Booking field or create a form from a service template. If you do not see Services in the sidebar, turn it on first.
- Open Advanced edit for Appointment Booking.
- Select the Policies tab.
- Set the hours in Customers can reschedule up to.
- For Session credits, set the hours in Cancelling within.
- When your payment field invoices after review, set the hours in Hold each request for.
- Select Save changes.
For a 24-hour Cancelling within window, cancelling at least 24 hours before a session-credit booking returns one credit. Cancelling later forfeits it.
The reschedule rule uses the original appointment time. A successful move cancels that appointment and creates one at the newly selected time.
For a fixed weekly membership, cancelling means skipping one session. The subscription and later sessions continue.
Hold each request for applies to one-time Stripe requests using invoice-after-review. The held slot releases when the hold expires without a completed decision and payment.
If money should be returned, then issue a separate refund#
Cancelling a booking or subscription does not refund any payment. Follow Refunds and disputes when your policy requires money back.