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Cancelling A Booking For Classes & Lessons.

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How To Cancel A Booking For Classes & Lessons

  1. In your activity, navigate to the Booked In tab

  2. Scroll down to the booking you would like to cancel

  3. Click on the action cog on the far right of the row

  4. Click Cancel Booking. You will see a pop up with Cancellation Options

There Are FIVE Different Cancellation Options 

Option 1 - Cancel Entire Booking with Full Refund

  • The full booking will be cancelled, and the attendee will be removed from all sessions

  • Select this one only if the customer has paid the full amount for the activity

  • An email will be sent to the customer informing them that their booking has been cancelled

  • A credit note for the refund total will be created and, if possible, applied to the invoice

Please DO NOT use the Option 1 - Cancel Entire Booking with Full Refund if the invoices have been partially paid

Option 2 - Cancel remaining sessions with No Refund

  • The attendee will be removed from any future sessions in the activity

  • An email will be sent to the customer informing them that their booking has been cancelled

  • There will be no changes to invoices if you use this option

Option 3 - Cancel remaining sessions with Partial Refund

  • The attendee will be removed from any future sessions in the activity

  • The total price of the remaining sessions will be credited to the customer

Option 4 - Cancel remaining sessions and move attendee to another activity

  • You will be able to select

    • the last day of attendance in this activity

    • the activity you want to move the attendee to

    • the attendee's start date in the new activity

  • A new invoice or credit note will be created depending on the change in the sessions

Here is an example of what the screen will look like:

You will then see a message similar to this:

Cancelling A Booking For Classes & Lessons.png

Option 5 - Delete from activity

  • The entire booking will be removed

  • All outstanding invoices will be voided

Please note: Option 5 will be possible only if payments are not attached to the related invoice. Please unapply any payments before proceeding.

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