How To Cancel A Booking For Classes & Lessons
In your activity, navigate to the Booked In tab
Scroll down to the booking you would like to cancel
Click on the action cog on the far right of the row
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:
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.