When you click Cancel (either on a single visit’s menu or after selecting several visits and choosing Cancel from the green bar) the portal walks you through what to do with the client charge and pet-sitter pay.
The choices you see come from Business Settings › Clients › Cancellation Options, so your list may differ from the examples below:
Keep all charges and pay – the client is billed in full, the sitter is paid in full.
Waive sitter pay – the client is still charged; sitter pay is set to $0.
Partial client charge / pay – e.g., keep 50 %, pay 0 %, or any custom option you’ve configured.
Remove all charges and pay – nothing is billed, nothing is paid.
Tip: Adjust your cancellation options first, then those exact options appear every time you cancel a visit.
What happens when you cancel
Sitter notification – if the visit was already assigned, the sitter is emailed immediately.
Client email –
If you select Send Cancellation Confirmation immediately the client’s “Service Cancellation” email goes out instantly.
Leave it unselected and the email will send in the next daily batch, unless that visit’s confirmation emails are disabled.
Invoice update –
If the visit is on an invoice, totals change right away.
If the invoice was already paid, any credit becomes an unapplied balance ready for the client’s next bill.
Packages – canceling a packaged visit and choosing “Remove charges” puts the visit back into the client’s package balance.
Bulk vs. single visit cancel
Single visit – open the visit menu, choose Cancel, decide whether to email now and pick your charge/pay option.
Multiple visits – select the checkboxes you need, click Cancel on the green bar, and complete the same dialog. All selected visits use the same charge/pay choice.
Declining a client’s cancel request
If a client requested cancellation in the portal and you decide to keep the visit:
Open the visit’s menu (single visit only) and choose Clear Cancel Request.
The visit’s status remains as it was and the client is not notified until the next routine confirmation email.