.png)
Task When Client Cancels
When a client cancels a session and hasn't rebooked after a short wait, automatically create a task for the scheduling team to reach out.
Built by SE Team
The problem it solves
Client cancellations often don't get the same follow-up as no-shows, so clients who cancel and never rebook quietly drop out of care. Staff can't watch every cancellation by hand.
What's included
- Automatic check when a 1:1 appointment is cancelled by the client
- Short wait so clients who cancel and rebook the same day don't create a task
- Re-check after the wait for a rebooked appointment
- High-priority task for the scheduling team with the client and appointment details
How it works
Client cancels appointment
Not rebooked after wait
Create task
Task When Client Cancels gives client cancellations the same follow-up coverage as no-shows. It's built for scheduling teams that want to recover cancelled sessions before clients drift out of care, and requires Automate. After a short wait, if the client hasn't rebooked, the scheduling team gets a high-priority task with the client and appointment details. It complements Task Creation on No-Show or Late Cancellation.