How to cancel a Course for a customer at FOH

Summary

Customers may request to cancel a course at the Front Desk. You can process cancellations directly from the customer's account.

⚠️ Important Notes

  • Cancelling a course cancels all of its remaining sessions; you cannot cancel a single session and leave the rest.

  • A course can be cancelled after it has started. Sessions the customer has already attended stay on their record, and the places on the remaining sessions are freed for someone else.

  • Credit is all or nothing for the cancellation and is judged from the first session of the course. If that session has passed your cancellation window, the remaining sessions are cancelled with no credit.

  • The customer receives one cancellation email, and one credit email if credit is given, rather than one per session.


Step-by-Step Guide

  1. Search for the customer.

  2. Open the Bookings tab

    • Navigate to the Bookings tab within their account.

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  3. Locate the course

    • Find the course the customer wishes to cancel.

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  4. Cancel the course

    • Click Cancel to remove the remaining sessions of the course booking and click on 'Confirm Cancellation'.

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    • Only the sessions that will actually be cancelled are listed, so sessions the customer has already attended are not shown.

    • Where credit is due, it is added to the customer account automatically. Credit is not given where the first session of the course has passed your cancellation window.


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