Confirmation & Cancelation of Appointments online Feature

Managing appointments efficiently is crucial for solo healthcare practitioners. With CompanyOn’s Confirmation & Cancellation of Appointments Online feature, your clients now have the flexibility to respond to appointment reminders in real time—without needing to call or email your practice.

A smoother scheduling experience means fewer no-shows, better communication, and more time focused on patient care.

🗓️ What Does This Feature Do?

This feature allows clients to confirm or cancel their upcoming appointments directly from the appointment reminder emails or text messages sent via the CompanyOn platform.

📲 This complements our appointment reminder automation tool designed to improve show-up rates and clinic efficiency.


🔧 How It Works – Step by Step

1. Clients Receive the Reminder

Whenever an appointment reminder is sent out (based on your preset schedule), the message includes interactive options:

  • Confirm Appointment

  • Cancel Appointment

This applies whether the reminder is sent via email or SMS.


2. Client Confirms the Appointment

If the client taps or clicks “Confirm”, their confirmation is registered by the system. No further action is required from the provider.

  • ✔️ The status in your calendar remains unchanged.

  • 🔔 No email notification is sent to you, since the appointment is still valid.


3. Client Cancels the Appointment

If the client selects “Cancel”, a window pops up asking them to provide a reason for cancellation.

Appointment Cancelled Message

Once they submit the cancellation:

  • 📩 You receive a notification via email.

  • 🗓️ The appointment is marked in red on your CompanyOn calendar as Cancelled.

💡 Want to learn more about improving your calendar management? Visit our post on instant scheduling tools.


🎯 Why This Feature Matters

This feature was created to:

  • Enhance client-practitioner communication in real time

  • Reduce the administrative load on solo providers

  • Improve appointment workflow and minimize gaps in your calendar

  • Provide clarity for both parties, saving time and resources

🔗 Combine this with our Waitlist Management Tool to quickly rebook cancelled slots and maintain productivity.


✅ Start Using It Today

You don’t need to enable anything manually—this feature is active on your account if you’re already using automated reminders.

Need help setting up your reminders? Check our guide:
👉 How to Set Up Automated Appointment Reminders


Ready to simplify appointment management?

CompanyOn provides everything you need to run and grow your independent healthcare practice—from scheduling and invoicing to clinical documentation and compliance.

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CompanyOn Client’s Route Map

Clients’ visit route map

In addition to the ability to access google maps directly from your CompanyOn calendar to get directions to your next visit, we are happy to share two new features on CompanyOn Maps that help our mobile practitioners see the geographical location of their clients and the route to follow for every visit ahead of time. 

Let’s show you how it works.

There are two versions of CompanyOn maps. One provides a picture of where all your clients are located.

Email Notification

And the second version, provides you with the exact route of your visit for each day. Helping you know exactly each location so that you know how far away one visit is from the next one chronologically, and plan your day ahead.

You can even access your client's file directly from the map, bringing convenience and simplicity to your everyday work activities.

You can access the route map via the calendar and dashboard and the map with the overall geographical location of all your clients via the patient module.

Ready to make the switch?

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CompanyOn Product Feature

Welcome to CompanyOn’s Product Retail Feature

This feature allows you to add and list products on your CompanyOn account, making it easier to offer and billing products as part of your services. Products can be billed together with your current services or separately.

Let’s show you how it works.

Head to your product module and click on create product

Next, add the information needed for each product you want to offer. You can add a serial #, a photo of the product, taxes, inventory, shipping and more. click "save" next.

Make sure to set up the percentage for each tax in advance via the admin module.

Admin Module taxes

All products will be listed in the product's directory. You will be able to edit a product by clicking on it or deactivate it by clicking on the "X" icon to the right.

Product list

Once a product is created, you will be able to add it as part of your invoices, add shipping fees if apply and bill together with other services you offer or independently .

Billing Prodcuts

You will be able to offer and bill products online as well via your CompanyOn Services Landing Page. To access the page, click on the subdomain you have created within your clinic's profile info.

Retail feature

Once a customer buys a product from your online store, a notification will be sent to you directly to your account .

Product online store Notification

Every order will then be recorded in the "Orders" module for you to process and deliver.

CompanyOn Product Order

That's it!

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Focus on  growing your practice instead of dealing  with day  to day  chaos of your  (manually run) processes.