Scenarios

  • You want to cancel a customer's booking in your Activity.

This document assumes 

  • You have an existing activity completely set up on Enrolmy.

  • You have attendees in the activity.

  • You know your refund policies.

How to Cancel a Customer's Booking

  1. Select the Activity tab.

  2. Select the Booked In tab.

  3. Click the gear cog on the right side of the row for the attendee you want to remove.

  4. Select Cancel booking. This will cancel the whole booking and void any invoices for this attendee.

  5. Click OK when prompted to confirm the cancellation.

  6. Enter your reason for cancelling when prompted.

  7. Then, when you confirm you will see as below confirmation of your actions and that the bill payer is notified of the cancellation. Unpaid invoices for this booking will be voided, a pending adjustment will be created for paid customers to convert to a credit note and process a refund or offset against another invoice.

To view the cancellation email:

  1. Click the (+) tab next to Money in the main navigation bar.

  2. Click on Communication.

  3. You will see a list of all your emails sent from your Enrolmy Account. Click on the email you wish to view. A booking cancellation email will look similar to the one you see below: 

Congratulations! You now know how to cancel a customer's booking.