How to cancel a booking for a customer?

In this guide, you will learn how to cancel a booking for a customer. Although customers can cancel their own bookings online, there are several scenarios where staff assistance is necessary, such as:

• Technical difficulties: The customer may experience issues accessing the online system.
• Immediate in-person assistance: A customer may request cancellation while at the front desk or over the phone.
• Account restrictions: Some customers may have limited online access or are unfamiliar with using online features.

Step-by-Step Guide

You can cancel a customer booking through two different modules: Front of House or Customer Module.

Method 1: Cancel Booking via Front of House Module

1. Search for the Customer

2. View Profile

   • Click on View Profile to access the customer's details.
     
     

3. Access the Bookings Tab

   • Go to the Bookings tab, locate the booking you wish to cancel, and click Cancel.
     
     
     
     

4. Confirm Cancellation

   • Click on Confirm Cancellation to finalize the process.
     
     

5. Credit for the Booking

   • The customer will automatically be credited for the cost of the booking once it is canceled depending of the cancellation cutoff settings.

Method 2: Cancel Booking via Customer Module

1. Search for the Customer

2. View Bookings

   • Once in the customer’s profile, click on the Bookings tab.
     
     
     
     

3. Cancel the Booking

   • Click on Cancel for the booking you wish to remove.
     
     
     
     

4. Confirm Cancellation

   • Confirm the cancellation by clicking Confirm Cancellation.
     
     

Why This Feature is Useful:

• Convenience for Customers: Some customers may find it more convenient to request cancellations in person, at the front desk, or over the phone rather than handling it online.
• Assisting Customers with Technical Issues: In cases where the customer cannot access their account or faces technical difficulties, staff can quickly assist by canceling the booking on their behalf.
• Efficiency in Time-Sensitive Situations: If a customer is on-site and needs immediate cancellation, this feature allows staff to handle the request promptly.
• Providing Excellent Customer Service: By offering to assist with cancellations, you help ensure a seamless and supportive customer experience, especially for those unfamiliar with or unable to use online tools.

This guide provides a straightforward way for staff to cancel bookings efficiently, ensuring smooth service even when customers face issues managing their bookings online.