Cancel and Reschedule Bookings via Email

With BTA your customers have the ability to cancel and reschedule their bookings via email. This feature helps you optimize your time because you will not need to be contacted to perform these updates in the app. Your customers do not need to be logged into a Shopify account to take utilize these options. 

You can jump ahead to any section by selecting from the following:

• Allow Cancellations/Rescheduling
• Enable the Cancellation Notification Email
• Modify the Cancellation Notification Email
• Include Cancellation/Reschedule Links in the Email Templates

How it Works

By default, the emails that originate from the app will include 2 links at the bottom of the email: one to reschedule the booking, and one to cancel the booking. If you were a customer prior to February of 2022, you will need to make a small update in the app's email templates. 

Before we get into the templates, if you want to allow the customer to cancel their bookings, you must first enable cancellations and/or rescheduling in the app. 

 

Allow Cancellations/Rescheduling

1. In the app, navigate to Settings-> Cancellations and 2 prompts will be present: both the "Cancellations" and the "Rescheduling" are is disabled.

 

2. Selec the Enable button for the options that you want to allow in your store. Enabling an option will make additional fields become visible. 

 

3. Select Save.

 

Additional Details

Order action: This drop-down allows you to choose what happens after a customer cancels their booking. The options are to Do Nothing, or Issue Refund. 

Timing: Specify the time limit in terms of hours, days, or weeks that the customer can cancel or reschedule their booking.

Policy Page Link: In Shopify, you can create a new page where you specify your cancellation policy so that your customers are well informed prior to placing an order. You can then provide the URL of your cancellation page in the field.

Message: Create your confirmation message that will appear to your customers once a cancellation or rescheduling is successful.

 

Enable Cancellation Notification Email

Here are the steps to enable the cancellation notification email.

 

1. While still on the Cancellations page select the box to Allow notifications. 

 

2. Select Save.

 

Modify Cancellation Notification Email

Here are the steps to modify the cancellation notification email.

 

1. In the app, select Settings-> Templates.

2. Select Cancelled Booking Notification and Customer Cancellation Notification to access the templates. 

 

Updating the Email Templates

For BTA customers prior to the update, you will need to make a small update to the templates. If you have not customized your email template you will want to use the Automatic update method while those that have customized the templates will want to use the Manual method. 

 

Automatic Update Method

1. In the app, select Settings-> Notifications.

2. Select the template that you want to update. 

3. Select Revert to default link. 

 

4. Select Save.

5. Repeat the process for any other templates where you would like to provide the cancel and reschedule options. 

 

Manual Update Method

1. In the app, select Notifications.

2. Select the template that you want to update. 

3. Copy the following code. 

{% capture cancel_url%}{{shop.shopify_url}}/apps/bookthatapp/bookings/cancel/{{booking.hashed_id}}{% endcapture %}
{% capture reschedule_url%}{{shop.shopify_url}}/apps/bookthatapp/bookings/reschedule/{{booking.hashed_id}}{% endcapture %}

4. Insert the code at the beginning of your template.

5. Copy the following code. 

<p>Need to make changes to this booking?</p>
<p>Cancel: <a href="{{cancel_url}}" target="_blank">{{cancel_url}}</a></p>
<p>Reschedule: <a href="{{reschedule_url}}" target="_blank">{{reschedule_url}}</a></p>

6. Insert the code in your template in a location of your choosing. 

7. Select Save.