Petboost never reopens a cancelled record. Recreate books a new appointment beside it, and the cancelled one stays on record. Archiving and deleting both start from Delete Appointment in the appointment's Manage menu.

Recreate a booking when the customer changes their mind or it was cancelled by mistake.

Re-create appointment is the booking form filled in from the cancelled appointment: the pets, the services and add-ons, the team member, the resources, the date and times, and the internal and customer-facing notes. Photos and files on the cancelled appointment are not copied. A cancelled stay opens the stay form instead. A cancelled course booking does not offer Recreate.

The form opens with Magic Availability Check off, so it books the original time without checking it. If the time is no longer free, Petboost shows a warning, such as Fully booked at this time. Switch Magic Availability Check on to see the times that are free.

A visit from a recurring series comes back as a one-off appointment, not as a new series. On the calendar, right-clicking a cancelled card and choosing Un-cancel Appointment opens the appointment, where you then select Recreate.

Cancel when the customer calls off the visit or you cannot deliver the service. For a customer who does not turn up, select Manage, then Mark as no show instead.

Both questions appear only once the booking is past its notice period: the fee question when the service has a cancellation fee, and the credit question when the booking used a package credit. Inside the notice period, no fee is offered and the credit goes back by itself.

When the booking has a deposit, cancelling refunds it to the customer's card in full, unless you charge the cancellation fee. Then the fee's percentage of the deposit is kept, the rest is refunded, and nothing more is charged to the card. A booking you never accepted always gets its full deposit back. A cancellation fee you charged can be refunded later while the appointment stays cancelled.

The appointment becomes Cancelled, and the calendar hides it unless Show cancelled appointments is on. The customer hears about it only when you choose Send notification and the cancellation messages are switched on under Notifications. A Paid, Refund Granted, Partially Refunded or Declined appointment cannot be cancelled. For a recurring series, see Pause or cancel a recurring series.

Archive an appointment to take it out of every view and keep its data. Delete it permanently only for test data, a duplicate or a request to delete someone's data.

Only a Pending, Confirmed, Declined, Cancelled or Invoice Amount Void appointment can be archived or deleted. For any other status, cancel the appointment first, where its status allows it; otherwise the archive or delete fails. A Paid appointment cannot be cancelled: un-mark a cash, bank transfer or other payment first, or refund a card payment (see Managing appointments). The first visit of a recurring series cannot be deleted while the series has other visits, and cannot be archived while later visits are still active.

Archive hides the appointment from views, keeps it in reports and historical data, and sends the customer nothing. Permanently Delete removes the appointment and its invoice from the system, and cannot be undone.

Trap: The dialog says archived items can be restored later, but an archived appointment has no restore button. To get one back, ask the team, as below.

An archived appointment does not show on the calendar, in Mission Control or on the customer's profile, and no search in Petboost finds it. The record is kept, so the Petboost team can restore it for you.

Cancelled appointments are hidden by default on the calendar and in Mission Control.

In Mission Control, open Filter and choose Cancelled under Status. It is listed when the day has a cancelled appointment. On the customer's profile, the Appointments tab includes cancelled bookings: select All, and if one is still missing, open Filter By and set Cancelled to Show.

Each appointment's Activity Log tab lists its status changes, including a cancellation and what happened to any cancellation fee, with who made the change and when. The message you write to the customer when you cancel is not shown there. A permanently deleted appointment leaves no Activity Log behind.

When a customer asks you to remove their account, archive it if you may need the history, and delete it only when the record has to go.

There is no Settings > Customer > Hard Delete path. Petboost blocks a permanent delete when the account has ever had an appointment. See Hard delete a pet owner.

No. Recreate works one appointment at a time. Dates you skipped with Skip these dates come back the same way: recreate each cancelled appointment. Ending a series with End series (all future) cannot be undone. Create a new series if they should start again. See Pause or cancel a recurring series.

No. Recreate books a new appointment and does not give back a credit that was forfeited when you cancelled. To return one, use Adjust Balance on the customer's package card. See Customer Package Balances.

You archive one visit at a time. To remove a whole series, end it first with End series (all future), then archive each cancelled visit.

Permanently Delete removes the appointment and its invoice. A Paid appointment cannot be deleted or archived, so its financial record stays.

Need help? Select Get Help in your dashboard to chat with our team, or email [email protected].