Customer action: Cancel a Panel meeting

Whether or not a Customer can cancel a Panel meeting is subject to the Cancel/reschedule policy you’ve set on your Booking page or Event type. The Cancellation policy only applies to scheduled bookings.

In this article, you’ll learn about the steps that a Customer takes to reschedule a Panel meeting.

How Customers cancel Panel meetings

1. The Customer clicks the Cancel/reschedule link in the scheduling email notification (Figure 1) or in the calendar event. Figure 1: Booking confirmation email

2. The Cancel/reschedule page will open.

3. In the Cancel tab, the Customer clicks the Cancel the booking button (Figure 2). Depending on your Cancel/reschedule policy, the Customer can be asked to provide a reason for canceling.Figure 2: Cancel tab

4. When a Customer cancels a Panel meeting, the following actions take place:

   • The Customer receives a cancellation email notification.
   • The Primary team member receives a cancellation email notification and all Additional team members are cc’d in this email.
   • If the Primary team member is connected to a calendar, the event is automatically cancelled.
   • All panelists see the cancelled activity status and details for the activity in their Activity stream.

Note

When you use Payment integration, you can enable automatic refunds when Customers cancel a Panel meeting. Learn more about enabling automatic refunds