How do I cancel a customer booking?

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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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Keywords AND Misspellings
cancellation, cancel, booking, hire, refund deposit

BH02, BH99