How do I mark a session as a late cancellation in the Thrive Partners platform?
Marking a session as a late cancellation in Thrive Partners' platform is a straightforward process. This feature allows you to update the session status while ensuring important consequences, such as client credit usage and invoicing, are handled automatically.
Steps to Mark a Session as Late Cancellation
Access the session details within the Thrive Partners platform.
Update the session status to 'Client Did Not Attend'.
The platform will automatically mark the session as a late cancellation upon this update.
What Happens After Updating the Status?
Client Credit Usage: The client’s credit will still be used as per the session's original booking.
Invoicing: You will still be able to generate an invoice for the session.
Automatic Updates: Once the status is updated, the platform will reflect the change across related features automatically.
This simple process ensures that both administrative and client-related actions, such as invoicing and credit tracking, are seamlessly managed, saving you time and minimizing manual follow-ups.