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In this article, you will learn how to reschedule or cancel bookings made through your systeme.io calendars.
What you will need:
A systeme.io account
A calendar event (How to set up your calendar events)
An existing booking (for Free bookings, for Paid bookings)
1. Accessing your bookings
To manage your bookings, you must first access the list of scheduled bookings:
Go to the menu bar, click on CRM, and select Calendar (1).
Once inside the calendar dashboard, click on the Bookings (2) tab.
2. How to reschedule a booking
a. From the host's side:
To move an existing booking to a new date or time in the Bookings list, locate the booking and click the three-dots menu (...). A dropdown menu will appear; select Reschedule booking (3).
A calendar window will appear. Select a new desired date and time for the meeting.
Once you have chosen the new slot, click Apply (4) to confirm the changes and then click Reschedule booking.
Once the changes are confirmed, both you and the invitee will receive an email with the new rescheduled booking details.
b. From the invitee's side:
The confirmation email that the invitee will receive includes a button at the bottom to reschedule the booking from their side.
Note: When a booking is rescheduled, reminder emails are automatically updated and sent based on the new schedule, even if reminders were already sent for the original booking time.
3. How to cancel a booking
a. From the host's side:
Find the booking in your list, click the three-dots menu (...), and select Cancel booking (5).
A confirmation popup will appear asking you to click Confirm (6) to finalize the cancellation.
Once you confirm, both you and the invitee will receive an email notifying you of the cancellation.
Note: It is not possible to reschedule a booking once it has been canceled. The Reschedule option will be automatically hidden from the menu for any bookings with a "Canceled" status.
b. From the invitee's side:
The confirmation email that the invitee will receive includes a button at the bottom to cancel the booking from their side.
Canceled or past bookings can be deleted from the bookings list by clicking the three-dots menu and selecting Delete.
Note: If you have integrated Google Calendar, the event will be automatically updated or removed to reflect the rescheduling or cancellation.