When a client's plan changes, you can either edit a single appointment or cancel and rebook. This Spotlight video shows you how to choose so you protect sessions, invoices, and signed contracts.
Watch the video
Video link: https://vimeo.com/1245137212
What you'll learn
- Canceling a session linked to a package can cost a session or trigger a fee, depending on your cancellation settings in Settings > Cancellations > Packages.
- If only the date changed, edit that one appointment instead of canceling it.
- Attach a note to the appointment so there's a record of what changed. PocketSuite doesn't keep an automatic audit trail.
- If sessions, price, or the person changed, cancel and rebook with a new invoice and contract.
Quick reference: Adjust, or Cancel & Rebook?
Start with one question: did what they actually pay for change?
No, just the date or details. Nothing they signed up for is different.
- Go to your Calendar, tap the appointment, and tap Edit.
- Choose "This appointment," not "this and future dates."
- Change the date or time, then tap Attach a note to document why.
Your package, invoice, and contract stay exactly as agreed.
Yes, sessions, price, or person changed. What they're getting is different now.
- Cancel according to your Settings > Cancellations > Packages policy.
- Sell or rebook a new package or invoice that reflects the real deal.
- Get it re-signed if a contract is attached.
This creates a new record, so nothing is edited around what the client already signed.
Note: There's no automatic audit trail either way. Attach a note or keep your own change log.