How do I prevent a client from making changes to a booking?

Once a client books with you, they might want to change add-ons, reschedule, or even cancel. The Change Policy lets you set the rules for what clients can modify and when — so you stay in control without manually managing every request.

ManageBusiness SettingsAvailabilityChange Policy
Go to Change Policy.
Configure the settings for each booking type: Online Booking, Proposals, Bookings, and Questionnaires.
Click Save Changes.

Online Booking Settings

These control when clients can book through your online booking flow:

  • Minimum lead time: How far in advance clients must book (e.g., at least 3 days before the event)
  • Maximum lead time: The furthest out you'll accept bookings (prevents bookings years in advance)

Proposal Settings

These control what clients can modify before accepting a proposal:

  • Add/remove add-ons: Whether clients can modify add-ons before accepting (can be overridden per proposal)
  • Add/remove extras: Whether clients can modify extras before accepting
  • Choose backdrop: Whether clients can select their backdrop before accepting

Confirmed Bookings Settings

These are the most important settings — they control what happens after a client has signed and paid:

  • Allow changes: Whether clients can make any changes to confirmed bookings
  • Change deadline: How many days before the event clients can still make changes
  • Cancellation deadline: How many days before the event clients can cancel
  • Questionnaire unlock deadline: How many days before the event clients can reopen submitted questionnaires
Most businesses set change and cancellation deadlines between 7-14 days. This gives you enough time to find a replacement booking while being reasonable for clients who need to reschedule.

Questionnaire Settings

Controls when clients can modify their planning questionnaires after submission. Use the unlock deadline to prevent last-minute changes that could disrupt your event preparation.

If a client needs to make changes outside your policy deadlines, you can always override these settings manually from the booking page.

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Last updated March 27, 2026 13:43