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Managing bookings and event signups without signing in ​

Most platforms force customers to create an account and sign in just to cancel something they booked. Klixey doesn't. If a customer needs to cancel or reschedule, they can do it from their inbox with one click — no password, no portal account, no remembering anything.

Your per-product decision ​

Both cancellation and rescheduling are optional, and you control them. For each appointment product you publish, you decide:

  • Allow customers to cancel — on/off
  • Allow customers to reschedule — on/off

If you turn one off, the option is hidden from the self-service dashboard and the customer's confirmation email, and they'll need to contact you to make changes.

Event signups can also have cancellation turned off per event — in that case, the Cancel button doesn't appear in the signup email.

Appointments — email code (OTP) ​

For 1-on-1 appointments (coaching calls, consultations), customers verify their identity on a self-service page with an emailed code. A customer opens the manage page (your-domain.com/appointments/manage, or klixey.com/your-slug/appointments/manage), enters the email they booked with, and receives a 6-digit code — they type it in, or click the one-tap link in the same email. They then land on a dashboard listing their upcoming bookings with you.

From there they can:

  • Cancel a booking — Klixey asks for a short reason (so you get context), then sends a cancellation confirmation to both sides.
  • Reschedule to a different available time — Klixey re-checks the slot for conflicts and minimum-notice rules.

Why a code, not a magic link?

Codes are easier on mobile inboxes that don't render buttons reliably. Customers can use either — every verification email contains both a 6-digit code and a one-click link.

Group events (workshops, webinars) are even simpler. The customer's signup confirmation email contains a Cancel my signup button. They click it, land on a confirmation page that names the exact event, and confirm. No code, no sign-in — the link is unique to their signup and confirms ownership automatically.

Already cancelled?

If a customer clicks the cancellation link twice, the second visit shows an "already cancelled" state instead of an error. Cancellation is safe to retry.

Why this matters ​

Forcing a customer to create an account just to cancel is the kind of friction that ends in support tickets and chargebacks. Letting them self-serve from their inbox:

  • Saves customers a sign-up they don't want.
  • Saves creators support emails.
  • Frees up canceled slots automatically so other customers can book them.

One side effect — communicate clearly

Because customers can cancel without ever signing in, they may not realize they could also create a portal account to track their bookings over time. If you want them to use the portal, tell them in your appointment description or follow-up email.

What this isn't ​

Self-service applies only to appointments and event signups. Other things — managing a community membership, watching a course, updating a card, cancelling a subscription — require signing in to the customer portal. See Magic link vs password for how that works.

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