Skip to content
Holistic Healer Business Toolkit

Business planning · F06

Cancellation policy worksheet

Decide how your practice will handle changes before drafting a client-facing policy. This planning worksheet helps expose ambiguity; it is not a ready-made enforceable contract.

FreeVersion 1.0.0
  • PDF
  • DOCX

Download the files

F06 · version 1.0.0

Free download. No email required. The DOCX is the structured, editable version for screen readers; the PDFs are print and fill-in copies and are not tagged. Resource license.

First page of the cancellation policy worksheet, blank: planning prompts for the services covered, notice period and contact method, fee or deposit rule, late arrival and no-shows.
First page of the printable PDF · blank file

Who this is for

Practitioners who need to decide how changes, late arrivals, no-shows and package cancellations will be handled before writing a client-facing policy.

What the file contains

Booking terms
Which services, locations, and purchase types does the policy cover?
Notice
Notice period, time zone, approved contact method, and when a request is considered received.
Fees
Fee or deposit rule, amount, exceptions, and payment authorization process to review.
Late arrival
How remaining time and price are handled if either party is late.
No show
How a no-show is defined, communicated, and recorded.
Practitioner change
Refund/reschedule options when the practitioner cancels.
Access exception
Process for reasonable exceptions, access needs, emergencies, and disputes.
Packages
How cancellations affect package balances; no assumed forfeiture or expiry.
Review
Reviewer, local requirements checked, approved date, and next review date.

How to customize it

The short paragraph intentionally contains no invented fee. Complete and review the worksheet before adding exact charges or deadlines. Do not introduce a cancellation fee after a client has booked. Keep access to consent and the right to stop a session separate from payment-policy discussion.

Scope and limitations

A planning worksheet that helps expose ambiguity; it is not a ready-made enforceable contract. Check the local requirements that apply to your services and location, and have the final policy reviewed before clients see it.

Copy included in the file

Before you book, please read [policy link]. To request a change, contact [channel] using the name on your booking. We will confirm the available options. If we need to change your appointment, we will explain the reschedule or refund options. Questions can be sent to [contact].

Bracketed fields are placeholders for you to replace in your copy of the file.

The guide that uses this file: Client intake and privacy for a small practice