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 upcoming instances in a series — inside the cancellation window, check Mark as late cancel to record 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.

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:

  • Outside your late-cancel window, it's a standard cancellation and the client's credit is returned automatically
  • Inside the window, choose whether to Mark as late cancel and whether to Return credit to client
  • When you return credit, clients who paid drop-in are refunded (directly, or as account credit if your business refunds to account credit), and clients who used a package or subscription get the credit back
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