You can edit a session's time/date or cancel a session by following the steps below.
1. How to edit a session's time or date
In order to edit a session's time and/or date, please take the following steps:
1. Log in to your professional Kara Connect account.
2. In the Sessions tab, identify the session that you wish to edit.
In the window that pops up, click the Edit symbol (Pencil icon) (please see the GIF below).
3. In the window which appears, you can edit the session's details.
4. Click Save.
After clicking Save, the session's details will be updated and your client will receive an updated session confirmation email.
2. How to cancel a session
In order to cancel a session with a client, please take the following steps:
1. Log in to your professional Kara Connect account.
2. In the Sessions tab, identify the session that you wish to cancel/edit.
In the window that pops up, click the Cancel symbol (Bin icon) (please see the GIF below).
4. You can Select the reason for cancelling the session:
-
Cancelled by the Professional: You are cancelling the session yourself
- Cancelled by the Client: The client contacted you and asked to cancel the session
- Client did not show up for the session: The client was a "no show"
- Other: Write the reason (only visible to you)
Pro Tip: We recommend selecting the right reason because this will be helpful for reporting purposes.
We also DO NOT recommend deleting the information about a session unless the session was booked by mistake and you need to delete any records relating to the session.
For cancellations, we recommend keeping the information in your calendar with the correct cancellation reason.
5. You are able to charge for the session by ticking the box beside "Charge the client for this session" and selecting any of the payment methods you have enabled in your workstation.
To learn more about Payment options and how to charge your clients, click here.
If you are a professional in our Wellbeing Hubs Programme and the session that is being cancelled by the client is being paid with a Sponsored Credit, you will have the option to charge a credit for the session (if the client cancelled with less than 24 hours notice).
To learn more about this, please see here.
6. In the next pop-up, you will have the option to notify your client of the cancellation.
Please note: In order to avoid confusion from the client's perspective, we encourage you to send the cancellation notification to the client whenever you cancel a session.