Skip or cancel a plan visitIn Schedule

In Schedule

Skip one visit

Open the visit and press Skip this visit. That day comes off the board, the customer is not messaged, the bill does not change, and the plan carries on.

DeskOps — ScheduleExample screen

Start here · On a computer

  1. 1Schedule
  2. 2open the visit
  3. 3Skip this visit

On your phone: Schedule → the visit → Skip this visit.

The full answer in the docs

In Get Paid

What the customer gets when you cancel

Cancelling an invoice they already had sends an invoice-cancelled note; cancelling a plan sends a written confirmation. Both go from your business name.

DeskOps — Get PaidExample screen

Start here · On a computer

  1. 1Get Paid

the invoice or the plan.

On your phone: Get Paid, same.

The full answer in the docs

Ready to do this with your own business?

Skip a single visit; cancel only when the plan itself is ending.