Difference between revisions of "How do I cancel a customer booking?"

From Catalyst
Jump to: navigation, search
(Bulk update)
Line 1: Line 1:
 +
{{PreRelease}}
 +
 
== Summary ==
 
== Summary ==
−
This article explains how to mark a booking as cancelled.
+
This article explains how to cancel a customer booking.
  
 
== More Information ==
 
== More Information ==
 +
 +
=== Setting a Cancel Status ===
 +
To set the cancel status:
 +
* Go to {{PlatinumModuleSettings|{{BH}}|Module Settings}}.
 +
* Scroll down to the {{DataPrompt|Customer Bookings}} section.
 +
* Find the {{DataPrompt|Default cancelled status:}} and enter the status to set once a booking has been cancelled.
 +
{{Tip|text=If you do not want to use the cancel booking feature then blank out this status.}}
 +
 +
=== Cancelling a Booking ===
 
Go to {{Menu|{{BH}}|Add or Edit Customer Bookings}}.
 
Go to {{Menu|{{BH}}|Add or Edit Customer Bookings}}.
 
* Enter a date range to cover the period of the booking or click {{DataPrompt|Search}} to view all current bookings.
 
* Enter a date range to cover the period of the booking or click {{DataPrompt|Search}} to view all current bookings.
 
** You may click {{Button|Advanced}} to search for bookings for a specific customer, hire item or status.
 
** You may click {{Button|Advanced}} to search for bookings for a specific customer, hire item or status.
−
* Select the booking and click {{Button|Edit}}.
+
* Select the customer booking on the list and click {{Button|Edit}}.
−
* Click the dropdown at the {{DataPrompt|Status}} field.
+
* Press {{KeyPress|A-F8}} or the {{Button|Cancel booking}} button.
−
* Select the {{DataValue|Cancelled}} status.
+
{{Warning|text=Only customer bookings that have not had an invoice produced can be cancelled in this way.}}
−
 
+
* If any deposits have been taken, you will be asked whether you want to {{Button|Refund}} any or {{Button|Leave}} them and proceed with the cancellation.
−
{{Tip|text=If the status does not exist, click {{Button|Add}} to create a {{DataPrompt|Status}} of {{DataValue|CAN}} and {{DataPrompt|Description}} of {{DataValue|Cancelled}}. Click {{Button|Done}} and {{Button|Accept}} the new status.}}
+
* If you are refunding:
−
 
+
** [[How do I refund customer booking deposits?|Refund]] the deposits and {{Button|Accept}} the changes.
−
* If a deposit has been taken, and is being refunded, click {{Button|Refund}}. Follow the steps in [[How do I refund customer booking deposits?|this]] article.
+
** Confirm that you want to proceed with the cancellation.
−
 
 
−
* If you want to keep track of items allocated to this cancelled booking, leave them on the booking form.
 
−
 
 
−
{{Warning|text=Please be aware they will still show as required in the [[How do I deal with a customer booking enquiry?|enquiry]] and [[How do I make a hire item unavailable for a period?|activity]] screens.}}
 
−
 
 
−
* If you do not need to retain the items on this booking, click {{Button|Remove}} against each of the {{DataPrompt|Booking items}}.
 
  
−
{{Tip|text=You may wish to manually record the items in the {{Tab|Notes}} tab of the booking, prior to removing them.}}
+
Once the cancellation has gone through, the status will be changed to the cancel status and the hire items for the booking will be removed, freeing them up for other bookings.
 +
{{Tip|text=You may wish to manually record the items in the {{Tab|Notes}} tab of the booking, prior to cancelling the booking.}}
  
−
* Click {{Button|Done}} and {{Button|Accept}} your changes.
+
* Click {{Button|Done}} and {{Button|Accept}} the changes to confirm the cancellation of the booking.
  
 
== See also ==
 
== See also ==

Revision as of 14:58, 31 October 2019

 This article or section applies to a Platinum feature currently being developed.
Be aware: Content may change.

Summary

This article explains how to cancel a customer booking.

More Information

Setting a Cancel Status

To set the cancel status:

  • Go to " Reports & Settings Maintenance Options System Administrator Module Settings Booking and Hire Module Settings".
  • Scroll down to the "Customer Bookings" section.
  • Find the "Default cancelled status:" and enter the status to set once a booking has been cancelled.
If you do not want to use the cancel booking feature then blank out this status.

Cancelling a Booking

Go to " Booking and Hire Add or Edit Customer Bookings".

  • Enter a date range to cover the period of the booking or click "Search" to view all current bookings.
    • You may click [Advanced] to search for bookings for a specific customer, hire item or status.
  • Select the customer booking on the list and click [Edit].
  • Press <Alt+F8> or the [Cancel booking] button.
Only customer bookings that have not had an invoice produced can be cancelled in this way.
  • If any deposits have been taken, you will be asked whether you want to [Refund] any or [Leave] them and proceed with the cancellation.
  • If you are refunding:
    • Refund the deposits and [Accept] the changes.
    • Confirm that you want to proceed with the cancellation.

Once the cancellation has gone through, the status will be changed to the cancel status and the hire items for the booking will be removed, freeing them up for other bookings.

You may wish to manually record the items in the [Notes] tab of the booking, prior to cancelling the booking.
  • Click [Done] and [Accept] the changes to confirm the cancellation of the booking.

See also


Feedback
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Keywords AND Misspellings
cancellation, cancel, booking, hire, refund deposit
Tags

BH02, BH99

Retrieved from "https://www.catalyst-uk-support.com/kb/index.php?title=How_do_I_cancel_a_customer_booking%3F&oldid=40596"