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Create company wide policies that will transfer to all new organizations or customize settings for specific organizations or subject groups.
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Settings / Policies - Defaults that apply system wide to any new Organizations
Organizations - Defaults that apply to any Subject Groups added to this Organization
Subject Group - Policies specific to that Subject Group Only
When you add a new Organization, the Defaults will auto apply
When you add a new Subject Group, the Defaults for that Organization will apply
Go to Settings > Policies to set your company-wide policies. You can customize policies for Organizations and Subject Groups as needed.
Set a fee for when a subject fails to attend their scheduled appointment. These default settings can be customized for specific organizations or subject groups.
Toggle Options
Apply for Paid Sessions - turn on if you want to charge the No Show Fee for paid sessions
Apply for Free Sessions - turn on if you want to charge the No Show Fee for free sessions
Options for charging fees on rescheduled, cancelled, or missed appointments.
Refund all rescheduled or cancelled sessions
Choose this option if you do not want to charge a Reschedule or Cancellation Fee.
Refund depends on timing of reschedule or cancellation
Choose this option to set a time limit before the session during which subjects can reschedule without being charged a Reschedule or Cancellation Fee.
Cancellation Fee is Session Package - turn on if you want the fee to be the same cost as the session package
Never refund rescheduled or cancelled session
Choose this option to charge a fee for all rescheduled or cancelled appointments.
Charge Resit Fee for Free Sessions
Turn on if you offer free sessions and you want customers to pay an additional fee on top of the paid session fee for booking a resit