Arketa

Modify an appointment

Edit, reschedule, cancel, or add notes to an existing appointment.

All appointment management happens directly from the calendar. Click on any appointment to open it, then use the Actions menu to make changes.

Available actions

ActionWhat it does
Update payment methodSwap the payment method on the booking
Edit appointment timeReschedule to a different day or time
Modify roomMove the appointment to a different room
Cancel appointmentCancel a single appointment or all future instances in a series
Late cancel appointmentMark the appointment as a late cancellation
Delete appointmentPermanently remove the appointment from the calendar
Add session noteWrite a private note tied to this specific appointment

Marking a no-show

If a client doesn't show up, don't check them in during or after the session. Arketa automatically marks unchecked appointments as no-shows once the session time has passed.

You can also manually mark a no-show from the Actions menu if needed.

Rescheduling

Click Edit appointment time to move the appointment to a new date and time. The client receives an updated confirmation email with the new details.

Session notes

Use Add session note to add notes specific to that appointment — client progress, what you worked on, things to follow up on. Notes are private to staff and visible on the appointment detail. They're separate from general client notes on the client's profile.

Refunds on cancellation

When you cancel an appointment:

  • If the client paid drop-in, you'll be prompted to issue a refund
  • If they used a package credit, the credit is returned to their account
  • If they're on a membership, no credit is deducted since memberships are charged on a billing cycle