Reschedule or cancel an appointment

Use this guide to change an appointment time (reschedule) or stop an appointment (cancel) from the Tipo Appointment Booking app.

✅ Before you start

• You need at least 1 appointment created.
• Your staff/team member must have availability for the new date/time (otherwise the time picker may not offer the slot).

---

📅 Reschedule an appointment

Appointments can now be rescheduled by both admin and customers.

Option 1 — Admin reschedules (from app)

1. Open the app > click Appointments > click on the appointment you want

Choose a view:

• Month view = quick overview
• List view = easier filtering/searching

2. Select the appointment to open Appointment details
3. Click Reschedule (top-right)

• In the popup:
  • Select Team member (if available)
  • Pick a new date
  • Pick a new time in Date range
  • Click Reschedule to confirm

---

Option 2 — Customer reschedules (from email)

Customers can reschedule directly from their booking email.

How it works

1. Customer opens booking confirmation email
2. Clicks Reschedule appointment button

3. A reschedule widget opens > Customer selects a new available time

4. Click Confirm

The appointment updates automatically.

Important rules

• Customers can only reschedule, not cancel appointments
• Rescheduling depends on slot availability
• Admin will see the updated time in calendar

⏱️ Reschedule time limit: To avoid last-minute changes:

• Customers can reschedule until 1 day before the appointment. Within 24 hours → rescheduling is blocked
• Admin can still reschedule manually if needed

⇒ This ensures merchants have enough preparation time.

💡 What changes after rescheduling?

• The appointment’s start/end time updates.
• The appointment stays linked to the same customer and service.
• If the time slot is not available, you may need to adjust staff availability first.

---

❌ Cancel an appointment

Option 1 — Admin Cancels (From App)

1. Open the app > click Appointments > click on the appointment you want

Select the appointment to open Appointment details

Choose a view:

• Month view = quick overview
• List view = easier filtering/searching

2. On the Appointment details page, click More actions
3. Select Cancel appointment > confirm to cancel again on the popup

What happens when you cancel?

• The appointment is marked as Canceled (or removed from active scheduling depending on your system rules).
• The time slot becomes available again (unless blocked by other rules).

---

🧪 Example: Reschedule

Scenario:
A customer booked Yoga Class on Dec 17, 2025 (08:00–09:00), but asks to move it to a different day.

Steps:

1. Open Apps → Tipo Appointment booking app → Appointments
2. Click the Yoga Class appointment → open details
3. Click Reschedule (top-right)
4. In the popup:
   • Team member: Staff 1
   • Date: choose Dec 18, 2025
   • Time: choose a new time from the dropdown , e.g. 11:00
5. Click Reschedule to confirm

✅ Done, the appointment date/time is updated.

Option 2 — Customer Cancels (From Their Account)

Customers can now cancel their own upcoming bookings, if you’ve enabled it.

How to set

Step 1 : Turn on Allow cancel settings

1. Open the app > Settings > scroll to Customer account
2. Under Permissions , tick Allow customers to cancel bookings

3. Optional — limit how close to the booking time cancellation is allowed:

📌 Note: This cutoff setting applies globally , to every service — you can’t yet set a different window per service.

4. Save the app settings

Step 2: Add Booking history block to account page

1. Open the store > Sale channels > click Online stores > Edit theme > open the theme editor > open the account page template
2. Add block > add Booking history block from our app
3. Save it

How customers cancel:

1. Customer logs into their Shopify customer account
2. Goes to Profile > History booking
3. Finds the upcoming booking and clicks Cancel booking , next to View detail

📌 Note: Cancel booking only appears on bookings with Upcoming status — not on Completed or already-Canceled ones.

What Happens After a Booking Is Canceled

• The status updates to Canceled — in the app, in your Shopify Admin ( Appointments ), and in the customer’s own booking history
• Both the customer and admin automatically receive a cancellation confirmation email
• The time slot becomes available again (unless blocked by other rules)

🙋 Still need support?

If you still need help, please feel free to contact us at hi@tipo.io. We’ll be happy to assist you further.