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How to Cancel an Appointment in Gravity Forms Booking

How to Cancel an Appointment in Gravity Forms Booking

Managing appointments can be hectic; sometimes, you must reschedule or cancel them. If you’ve made an appointment on a website that uses Gravity Forms Booking, there are a few ways to handle this, depending on the website’s setup.

This guide will explain the different methods to cancel an appointment already booked through Gravity Booking.

What is Bookings For Gravity Forms

Gravity Forms Booking is a popular WordPress plugin that allows website owners to create online forms for various purposes, including booking appointments. These online booking forms collect your information and preferred appointment date and time.  

How to Cancel an Appointment Using Gravity Booking

Gravity Booking, a powerful WordPress plugin, provides a convenient solution for customers to cancel appointments easily. Here is the step-by-step process to cancel an appointment using Gravity Booking.

Setting Up the Customer Dashboard

Before you go into the cancellation process, ensuring that the Customer Dashboard is properly configured is essential. The Customer Dashboard is a dedicated area where customers can view their appointment details and manage their bookings.

Here’s how to set it up:

  • Log in to your WordPress Admin Dashboard
  • Navigate to the WordPress Admin Dashboard to access all the necessary settings and configurations.
  • Create a New Page: Go to Pages → Add New to create a new page that will serve as the Customer Dashboard.
  1. Add the Shortcode: Click on the “+” sign to add blocks, and select the “Shortcode” element. Once added, paste the following shortcode: [gfb_customer_appointments].

This shortcode will enable the Customer Dashboard functionality on the page.

  1. Publish the Page: After adding the shortcode, click the “Publish” button to make your website’s Customer Dashboard page live.

Accessing the Customer Dashboard

With the Customer Dashboard set up, customers can now access it and view their appointment details. Here’s how they can do it:

  • Visit the Customer Dashboard Page: On your website, navigate to the Customer Dashboard page where you pasted the shortcode.
  • Log in with Customer Credentials: If customers haven’t logged in already, they will see a “Click here” hyperlink on the page. Clicking on this link will redirect them to the login page, where they can enter their customer credentials.
  • View Appointment Details: Once logged in, customers will be redirected to the Customer Dashboard page, where they can view their appointment details, including the status, date, time, and other relevant information.

Canceling an Appointment on Gravity Booking

Gravity Booking provides a straightforward process if customers need to cancel an appointment. Follow these steps:

  • Locate the “Cancel Request” Button: On the Customer Dashboard, customers will find a “Cancel Request” button associated with their appointment under the “Status” section.
  • Click on the “Cancel Request” Button: Clicking on the “Cancel Request” button will trigger a popup window.
  • Enter the Reason for Cancellation: Customers will be prompted to enter a textbox in the popup window explaining why they are canceling the appointment.

Confirm the Cancellation: After providing the reason, customers should click on the “Confirm” button to proceed with the cancellation.

Confirmation Message: Once the cancellation is successful, a popup message will appear indicating that the specific appointment has been canceled.

Updated Status: Upon confirming the cancellation, the appointment’s status will be updated to “CANCELED” on the Customer Dashboard.

Important Note: If a customer hasn’t booked any appointments, the Customer Dashboard will display a message stating “No appointments found.”

Benefits of Canceling Appointments Using Gravity Booking

Cancelling appointments using Gravity Booking offers several benefits to both customers and businesses:

  • Convenience: Customers can easily cancel an appointment from the comfort of their own devices without the need for phone calls or emails.
  • Streamlined Process: The cancellation process is straightforward and user-friendly, ensuring a seamless customer experience.
  • Reason Tracking: Businesses can gather valuable insights and feedback to improve their services by requiring customers to provide a reason for cancellation.
  • Real-Time Updates: The appointment status is updated in real-time, ensuring that customers and businesses have accurate information.

Important Tips to Cancel Online Appointment

  • Check the Cancellation Policy: Most websites have a cancellation policy outlining any fees or penalties for canceling appointments within a specific timeframe. Review this policy before canceling to avoid any charges.
  • Provide Appropriate Notice: The earlier you cancel, the better. This allows the website to offer the appointment slot to someone else.
  • Confirmation: Once you’ve canceled your appointment, getting confirmation is a good idea. You will receive a confirmation email if you cancel online via Gravity Forms Booking.
  • Website Specificity: The steps for canceling appointments may vary depending on the website’s setup. Consult the website’s FAQ section or contact them directly for clarification. 

Last Word

Gravity Forms Booking’s appointment cancellation feature is a game-changer for businesses and customers. Following the simple steps outlined in this blog post, customers can effortlessly cancel an appointment using the Gravity Booking Forms plugin. Businesses benefit from streamlined processes, valuable customer feedback, and reduced no-shows, ultimately enhancing customer satisfaction and operational efficiency. 

Online Booking

Role of Booking Experience in Enhancing Customer Satisfaction

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