Difference between revisions of "How do I cancel a customer booking?"
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m (Les Ward moved page How do I Cancel a Customer Booking? to How do I cancel a customer booking?) |
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{{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.}} | {{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 a deposit has been taken, and is being refunded, click {{Button|Refund}}. Follow the steps in [[How do I | + | * 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. |
* If you want to keep track of items allocated to this cancelled booking, leave them on the booking form. | * 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 | + | {{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}}. | * If you do not need to retain the items on this booking, click {{Button|Remove}} against each of the {{DataPrompt|Booking items}}. | ||
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== See also == | == See also == | ||
| − | * [[How do I | + | * [[How do I deal with a customer booking enquiry?]] |
| − | * [[How do I | + | * [[How do I make a hire item unavailable for a period?]] |
{{KB_Tags|cancellation, cancel, booking, hire, refund deposit}} | {{KB_Tags|cancellation, cancel, booking, hire, refund deposit}} | ||
Revision as of 06:27, 19 March 2019
Summary
This article explains how to mark a booking as cancelled.
More Information
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 booking and click [Edit].
- Click the dropdown at the "Status" field.
- Select the 'Cancelled' status.
 | If the status does not exist, click [Add] to create a "Status" of 'CAN' and "Description" of 'Cancelled'. Click [Done] and [Accept] the new status. |
- If a deposit has been taken, and is being refunded, click [Refund]. Follow the steps in this article.
- If you want to keep track of items allocated to this cancelled booking, leave them on the booking form.
 | Please be aware they will still show as required in the enquiry and activity screens. |
- If you do not need to retain the items on this booking, click [Remove] against each of the "Booking items".
| You may wish to manually record the items in the [Notes] tab of the booking, prior to removing them. |
- Click [Done] and [Accept] your changes.
See also
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Tags
BH02, BH99
