Complete guide to recovering cancelled appointments, archiving, and permanently deleting appointment data.
Un-cancel an Appointment
Made a mistake or did the customer change their mind? Petboost makes it easy to rebook cancelled appointments with all the original details pre-filled.
What "Un-cancel" Does
When you un-cancel an appointment, Petboost:
- Opens the appointment creation form
- Pre-fills all details from the cancelled appointment:
- Customer and pet information
- Services and add-ons
- Team member assignment
- Resource assignment
- Date and time
- Notes and attachments
- Lets you adjust any details before saving
- Creates a new appointment (the original cancelled record remains)
How to Un-cancel
- Navigate to the cancelled appointment (via calendar, Mission Control, or customer profile)
- Open the appointment detail panel
- Click "Un-cancel Appointment" button
- Review the pre-filled form:
- Verify date and time work
- Check team member availability
- Adjust services if needed
- Click Save to create the new appointment
When to Use Un-cancel
| Scenario | Use Un-cancel? |
|---|---|
| Customer changed their mind | ✅ Yes |
| Cancellation was made in error | ✅ Yes |
| Rebooking same customer/pet/service | ✅ Yes |
| Booking same customer but different date | ✅ Yes (adjust dates) |
| Completely new booking | ❌ Use regular booking |
Important Notes
- Creates a new appointment - The original cancelled appointment remains in your records for audit purposes
- Check availability - The original time slot may no longer be available
- Notifications - Standard booking confirmations will be sent to the customer
- Recurring series - Un-cancelling one instance of a recurring appointment creates a standalone appointment, not a new series
Archive vs Cancel vs Delete
Petboost provides three ways to remove appointments from your active schedule:
Cancel
Changes status to "Cancelled" and notifies customer
| Aspect | Detail |
|---|---|
| What happens | Status changes, customer notified, appears in cancelled view |
| When to use | Customer cancels, no-show, service can't be delivered |
| Reversible? | Yes - use Un-cancel to rebook |
| Refund option | Yes - can process refund during cancellation |
| Calendar impact | Removed from active calendar, visible in cancelled filter |
How to cancel:
- Open appointment
- Click Cancel
- Select cancellation reason
- Choose notification options
- Process refund if applicable
- Confirm
Archive
Removes from calendar views but retains all data
| Aspect | Detail |
|---|---|
| What happens | Hidden from calendar, data fully retained |
| When to use | Clean up old completed appointments, reduce clutter |
| Reversible? | Yes - can unarchive |
| Customer notification | None |
| Calendar impact | Completely hidden from calendar views |
How to archive:
- Open appointment
- Click More Actions menu (⋮)
- Select Archive
- Confirm
How to unarchive:
- Search for the appointment using global search
- Open the archived appointment
- Click More Actions menu (⋮)
- Select Unarchive
Hard Delete (Permanent)
Permanently removes appointment from the system
| Aspect | Detail |
|---|---|
| What happens | Data completely removed, cannot be recovered |
| When to use | GDPR requests, test data cleanup, duplicate removal |
| Reversible? | ❌ No - permanent |
| Requirements | Appointment must be in deletion-safe status |
| Calendar impact | Completely removed |
Deletion-safe statuses:
- Pending
- Confirmed
- Declined
- Cancelled
- Invoice Amount Void
Cannot delete appointments that:
- Have completed payments (Paid status)
- Are in progress
- Have active payment holds
How to hard delete:
- Open appointment
- Click More Actions menu (⋮)
- Select Permanently Delete
- Read the warning carefully
- Type confirmation if required
- Click Delete Permanently
⚠️ Warning: Hard delete cannot be undone. For record-keeping purposes, consider Archive instead.
Comparison Table
| Action | Data Retained | Customer Notified | Reversible | Best For |
|---|---|---|---|---|
| Cancel | ✅ Yes | ✅ Yes | ✅ Un-cancel | Normal cancellations |
| Archive | ✅ Yes | ❌ No | ✅ Unarchive | Calendar cleanup |
| Hard Delete | ❌ No | ❌ No | ❌ No | GDPR, test data |
Recovering Appointments
Finding Cancelled Appointments
- Calendar filter: Toggle "Show Cancelled" in calendar settings
- Mission Control: Filter by Cancelled status
- Customer profile: Open the Appointments tab and select All. Cancelled bookings are included. If one is still missing, open Filter By and set Cancelled to Show.
Finding Archived Appointments
- Global search: Search by customer name, pet name, or date
- Customer profile: Archived appointments may appear in full history
Audit Trail
All cancellation, archive, and delete actions are logged in the appointment's Activity Log:
- Who performed the action
- When it was performed
- Reason (for cancellations)
- Original status before action
Customer data deletion
For a customer who asks you to remove their account:
- Open the customer profile
- Select Manage Owner > Archive or Delete Account
- Choose Delete only when you need the record gone. Archive if you may need the history
There is no Settings > Customer > Hard Delete path. See Hard Delete a Pet Owner.
Common Questions
Can I un-cancel multiple appointments at once?
Un-cancel works one appointment at a time. Dates you skipped with Skip these dates come back the same way: un-cancel each cancelled appointment. Ending a series with End series (all future) cannot be undone. Create a new series if they should start again. See Pause or cancel a recurring series.
Does un-cancel restore package credits?
No. Un-cancel creates a new appointment. If package credits were forfeited during cancellation, you'll need to manually adjust the package balance.
Can I archive a recurring series?
You can archive individual instances. To archive the entire series, cancel the series first, then archive each cancelled instance.
What happens to invoices when I hard delete?
Hard delete removes all appointment data including invoice records. For financial record-keeping, consider Archive instead of Hard Delete for paid appointments.
Related Articles
- Managing Appointments - Complete appointment lifecycle
- Appointment Statuses - Status reference
- Payment Processing - Refunds and voids
- FAQ - Common questions
Need help? Contact support via the Help button or email support@petboost.com.au