Subject: URGENT — Critical Feature Gap: Cancellation Policy Enforcement & Schedule Management

Dear Upheal Support Team,

I'm reaching out because I've identified critical gaps in Upheal's self-scheduling system that are preventing me from managing my business effectively as a solo therapist. These features are essential for my practice, and I need your help prioritizing them.

The Problem: As a one-person practice, I cannot afford to lose revenue to last-minute cancellations or empty appointment slots. Upheal's current self-scheduling system has no way to:

  • Enforce my 48-hour cancellation policy

  • Track when clients cancel or notify me of cancellations with timestamps

  • Auto-invoice clients who violate my cancellation policy

  • Quickly fill newly available slots when cancellations happen

This forces me to manually manage cancellations, which is time-consuming and inconsistent.

Immediate Need (Temporary Workaround): Please let me know if there's a way to disable client-initiated cancellations in self-scheduling while keeping the ability for clients to reschedule and book new appointments. If this granular permission doesn't exist, I'd like to request it as a quick fix.

Larger Feature Request (Critical for My Business): I'm requesting three integrated features:

  1. Built-In Cancellation Policy Logic:

    • Let me set a cancellation notice window (e.g., 48 hours)

    • Let me define a cancellation fee (full session charge or custom)

    • Automatically detect when a client cancels and auto-invoice if within the policy window

  2. Cancellation Notifications:

    • Notify me immediately when a client cancels (with timestamp)

    • Let me approve/reject cancellations and apply fees manually if needed

  3. Smart Availability Broadcasting (AI-Assisted):

    • When a slot opens up from a cancellation, use Upheal's AI to automatically send targeted notifications to my active clients

    • Offer them the newly available time

    • This eliminates manual cancellation tracking and helps fill slots quickly

Why This Matters: As a solo therapist, losing even one session per week to a cancellation I can't track or invoice has a real impact on my revenue. And every empty slot represents lost income I can't recover. These features would let me:

  • Protect my revenue through consistent policy enforcement

  • Maximize my schedule utilization

  • Reduce administrative burden significantly

  • Run my practice more professionally and sustainably

Request: Can you:

  1. Confirm whether a granular permission to disable cancellations exists?

  2. Prioritize these features for development, or let me know if any of them already exist?

  3. Point me to the roadmap or let me know the timeline for these capabilities?

These aren't nice-to-haves for me — they're essential for managing a sustainable solo practice.

Thank you for your help.

Best regards, Liza Shaw

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Status

In Review

Board
💡

Feature Request

Date

5 days ago

Author

Liza Shaw

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