How to Reschedule or Cancel a Client Meeting

Plans change. Banana lets you cancel bookings, notify the client, and move the meeting to another time or team member while keeping everything linked to the contact.

Open the booking

1. Open Calendar or Bookings.
2. Click the booking to open its details.

Here you can see the client, service, time, assigned team member, status, and notes.

Cancel a booking

1. In the booking details, select Cancel booking.
2. Choose whether to notify the client that the booking is cancelled.
3. Confirm.

The slot is released and becomes available again on your booking page. The booking stays in the contact's history with a cancelled status.

Reschedule a booking

To move a meeting to a new time:

1. Cancel the current booking and notify the client.
2. Add a new booking for the same contact at the new date and time, or send them your booking link so they can choose a time that suits them.

Tell the client why the time changed in your message or in the booking notes.

Reassign to another team member

If the time stays the same but someone else will run the meeting, use Assigned to in the booking details and select another team member. Their availability is updated automatically.

Booking requests

If a service requires approval, new requests appear as Booking request. You can Approve or Decline them. When declining, you can let the client know their request was not accepted.

Permissions

Only team members with access to bookings can cancel or change them. If you see a permission message, ask a workspace owner or admin.