Difference between revisions of "How do I cancel a customer booking?"
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== Summary == | == Summary == | ||
This article explains how to cancel a customer booking. | This article explains how to cancel a customer booking. | ||
| + | |||
| + | A cancelled booking retains information which may be useful for future reporting. | ||
== More Information == | == More Information == | ||
| + | The option to cancel or delete a booking will only be available to users with sufficient security. See [[How do I set up a new user?#Amend Existing|this]] article for how to amend a user record. | ||
| + | |||
| + | The {{BH}} module settings must have a default status for cancelled bookings to enable the {{Button|Cancel}} button - see below: | ||
=== Setting a Cancel Status === | === Setting a Cancel Status === | ||
| − | To set the | + | To set the {{DataValue|Cancel}} status: |
* Go to {{PlatinumModuleSettings|{{BH}}|Module Settings}}. | * Go to {{PlatinumModuleSettings|{{BH}}|Module Settings}}. | ||
* Scroll down to the {{DataPrompt|Customer Bookings}} section. | * 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. | * Find the {{DataPrompt|Default cancelled status:}} and enter the status to set once a booking has been cancelled. | ||
** Press {{KeyPress|C-F1}} to search through your existing statuses or click {{Button|Add}} to add a new status. | ** Press {{KeyPress|C-F1}} to search through your existing statuses or click {{Button|Add}} to add a new status. | ||
| − | {{Tip|text=If you do not want to use the | + | {{Tip|text=If you do not want to use the Cancel Booking feature then blank out this status.}} |
| + | * Click {{Button|Done}} and {{Button|Accept}} the changes. | ||
=== Cancelling a Booking === | === Cancelling a Booking === | ||
| Line 18: | Line 22: | ||
* 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 customer booking on the list | + | * Select the customer booking on the list. |
| + | * You may either cancel the booking from the current screen or click {{Button|Edit}} to go into the booking prior to cancelling. | ||
| + | |||
| + | {{Tip|text=You may wish to record the hire items manually in the {{Tab|Notes}} tab of the booking, prior to cancelling the booking.}} | ||
| + | |||
* Press {{KeyPress|A-F8}} or the {{Button|Cancel booking}} button. | * Press {{KeyPress|A-F8}} or the {{Button|Cancel booking}} button. | ||
| − | + | ||
| − | * If any deposits have been taken, you will be asked whether you want to {{Button|Refund}} | + | * If an invoice has been produced, you will be required to post a credit in order for the cancellation to proceed. |
| − | * If you are refunding: | + | * If any payments or deposits have been taken, you will be asked whether you want to {{Button|Refund}} or {{Button|Leave}} them. |
| + | * If you are refunding deposits: | ||
** [[How do I refund customer booking deposits?|Refund]] the deposits and {{Button|Accept}} the changes. | ** [[How do I refund customer booking deposits?|Refund]] the deposits and {{Button|Accept}} the changes. | ||
** Confirm that you want to proceed with the cancellation. | ** Confirm that you want to proceed with the cancellation. | ||
| − | Once the cancellation has gone through, the status will be changed to the | + | Once the cancellation has gone through, the status will be changed to the {{DataValue|Cancel}} status and the hire items for the booking will be removed, freeing them up for other bookings. |
| − | |||
* Click {{Button|Done}} and {{Button|Accept}} the changes to confirm the cancellation of the booking. | * Click {{Button|Done}} and {{Button|Accept}} the changes to confirm the cancellation of the booking. | ||
| + | |||
| + | === Viewing Cancelled Bookings === | ||
| + | Go to {{Menu|{{BH}}|Add or Edit Customer Bookings}}. | ||
| + | * Select {{DataValue|All Bookings}}. | ||
| + | * Enter a date range if applicable. | ||
| + | * Click {{Button|Search}}. | ||
| + | |||
| + | You may {{Button|Edit}} a booking to view the details but you will not be allowed to make any changes to the booking. | ||
| + | |||
| + | If your security allows, you may {{Button|Delete}} the cancelled booking. | ||
| + | {{Warning|text=You will not be able to reverse this option or retrieve the booking details once it has been deleted.}} | ||
| + | |||
| + | === Deleting a Booking === | ||
| + | The option to delete a booking will only be available to users with sufficient security. | ||
| + | |||
| + | A deleted booking will not retain any information and cannot be retrieved or included in future reports. | ||
== See also == | == See also == | ||
* [[How do I deal with a customer booking enquiry?]] | * [[How do I deal with a customer booking enquiry?]] | ||
* [[How do I make a hire item unavailable for a period?]] | * [[How do I make a hire item unavailable for a period?]] | ||
| + | * [[How do I refund customer booking deposits?]] | ||
| − | {{KB_Tags|cancellation, cancel, booking, hire, refund deposit}} | + | {{KB_Tags|cancellation, cancel, booking, hire, refund deposit, delete, remove}} |
{{How}}{{KB_BH}} | {{How}}{{KB_BH}} | ||
{{KB_Ref|BH02, BH99}} | {{KB_Ref|BH02, BH99}} | ||
Latest revision as of 09:39, 24 March 2023
Contents
Summary
This article explains how to cancel a customer booking.
A cancelled booking retains information which may be useful for future reporting.
More Information
The option to cancel or delete a booking will only be available to users with sufficient security. See this article for how to amend a user record.
The Booking and Hire module settings must have a default status for cancelled bookings to enable the [Cancel] button - see below:
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.
- Press <Ctrl+F1> to search through your existing statuses or click [Add] to add a new status.
 | If you do not want to use the Cancel Booking feature then blank out this status. |
- Click [Done] and [Accept] the changes.
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.
- You may either cancel the booking from the current screen or click [Edit] to go into the booking prior to cancelling.
| You may wish to record the hire items manually in the [Notes] tab of the booking, prior to cancelling the booking. |
- Press <Alt+F8> or the [Cancel booking] button.
- If an invoice has been produced, you will be required to post a credit in order for the cancellation to proceed.
- If any payments or deposits have been taken, you will be asked whether you want to [Refund] or [Leave] them.
- If you are refunding deposits:
- 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.
- Click [Done] and [Accept] the changes to confirm the cancellation of the booking.
Viewing Cancelled Bookings
Go to " Booking and Hire Add or Edit Customer Bookings".
- Select 'All Bookings'.
- Enter a date range if applicable.
- Click [Search].
You may [Edit] a booking to view the details but you will not be allowed to make any changes to the booking.
If your security allows, you may [Delete] the cancelled booking.
 | You will not be able to reverse this option or retrieve the booking details once it has been deleted. |
Deleting a Booking
The option to delete a booking will only be available to users with sufficient security.
A deleted booking will not retain any information and cannot be retrieved or included in future reports.
See also
- How do I deal with a customer booking enquiry?
- How do I make a hire item unavailable for a period?
- How do I refund customer booking deposits?
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Tags
BH02, BH99
