Request appointment cancellation as a client
Submit a cancellation request from the client-facing appointment view while leaving the final decision to authorised staff. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.
What you’ll accomplish
Submit a cancellation request from the client-facing appointment view while leaving the final decision to authorised staff. It uses Britixo's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.
How the module flow works
The client action verifies the signed-in contact owns or may access the appointment.
It stores a pending cancellation request and reason rather than directly setting Cancelled status.
Staff process the request through the dedicated approval action.
Follow these steps
- Go to the appointment in the client portal.
- Select Request cancellation.
- Enter the reason.
- Submit.
- Monitor the appointment for staff approval or rejection.
Fields and decisions to review
How to confirm it worked
After this workflow completes, Britixo keeps the appointment and its supported relationships connected. Reopen the appointment and verify the saved status, date, timezone, customer or lead, service, provider, attendees, reminder state, calendar or meeting reference, invoice reference and history that apply to this feature. External email, SMS, Google, Microsoft or payment outcomes must be checked separately from the Britixo database save.
- Open the saved appointment and confirm the final status and source.
- Check the participant, provider, timing and timezone from the full detail page.
- Review the relevant table filter, calendar, history, report or linked invoice instead of relying only on a success message.
Controls, checks and common mistakes
- A request is not a confirmed cancellation.
- Do not submit repeated requests for the same appointment.
- Review any invoice or refund terms separately.
- Use the least destructive correction and retain the appointment history when the booking existed operationally.
- Never bypass a permission, availability, approval, client-access or verification control by changing an unrelated route or setting.