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"Override" Cancellation Policies for Classes and Templates now contain access to Rules
"Override" Cancellation Policies for Classes and Templates now contain access to Rules
Erin Crager avatar
Written by Erin Crager
Updated over a week ago

The Rules you've created on the "Umbrella" Cancellation policy page --- those handy automations that auto-charge penalties to your badly behaved customers for late cancellations & no-shows --- are now available on the Cancellation Policy pages for your classes and class templates.

These Rules from the Umbrella Policy can now be viewed and toggled off or on from the Override cancellation policy pages of classes and templates, available at the bottom of an 'Edit' menu.

To override a cancellation policy for a class or template, navigate to either > click its dropdown menu > click Edit and scroll to the bottom.

Remember, when editing a template, you can propagate the changes to all classes created from that template.

How do I create a new Rule that's only active in the Override Cancellation Policy?

New rules can first be created on the Umbrella cancellation policy page (from Settings > Cancellation Policy). You can leave these rules off or on from the Umbrella Cancellation page, then toggle them on from the Override Cancellation Policy page.

After creating the rule in the Umbrella Cancellation page, locate the class or template > use a dropdown menu to edit the class > scroll to the bottom > click the caret for cancellation policy.

After making changes that override your main cancellation policy, a green check will appear to indicate this class or template's policy is overridden.

Umbrella vs. Override terminology: what's the difference?

A Cancellation Policy is first set from Settings > Cancellation Policy. It's your "Umbrella" policy that applies to all classes -- unless you choose to also set individual cancellation policies at the class template or class levels (by editing a class or template).

Within each class or template, if a cancellation policy is set, it overrides the umbrella policy.

Until now, Rules -- settings that charge for scenarios like 'no-shows' or 'late cancellations' -- were only available on the "Umbrella" Cancellation Policy page.

โ€‹They're now being rolled out to the "Override" Cancellation Policy pages, allowing you to set special circumstances for individual classes or all classes created from a specific template.

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