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

From Catalyst
Jump to: navigation, search
(Bulk update)
 
(5 intermediate revisions by 4 users not shown)
Line 1: Line 1:
{{Review}}
 
 
 
== Summary ==
 
== Summary ==
 
This article explains how to cancel a customer booking.
 
This article explains how to cancel a customer booking.
Line 8: Line 6:
 
== 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 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 cancel status:
+
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 cancel booking feature then blank out this status.}}
+
{{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.
 
* Click {{Button|Done}} and {{Button|Accept}} the changes.
  
Line 25: Line 25:
 
* You may either cancel the booking from the current screen or click {{Button|Edit}} to go into the booking prior to cancelling.
 
* 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 manually record the hire items in the {{Tab|Notes}} tab of the booking, prior to cancelling the booking.}}
+
{{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.
  
{{Warning|text=Only customer bookings that have not had an invoice produced can be cancelled in this way.}}
+
* 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 {{Button|Refund}} or {{Button|Leave}} them.
* If any deposits have been taken, you will be asked whether you want to {{Button|Refund}} or {{Button|Leave}} them and proceed with the cancellation.
+
* If you are refunding deposits:
* If you are refunding:
 
 
** [[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 cancel status and the hire items for the booking will be removed, freeing them up for other bookings.
+
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.
Line 42: Line 41:
 
=== Viewing Cancelled Bookings ===
 
=== Viewing Cancelled Bookings ===
 
Go to {{Menu|{{BH}}|Add or Edit Customer Bookings}}.
 
Go to {{Menu|{{BH}}|Add or Edit Customer Bookings}}.
* Select {{DataValue|All Bookings}}
+
* Select {{DataValue|All Bookings}}.
 
* Enter a date range if applicable.
 
* Enter a date range if applicable.
 
* Click {{Button|Search}}.
 
* Click {{Button|Search}}.

Latest revision as of 09:39, 24 March 2023

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


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, delete, remove
Tags

BH02, BH99