Scenarios
- You want to remove a booking from an Activity.
- You want to move an attendee from one Activity to another Activity.
This document assumes the following.
- You have a fully set up Activity on Enrolmy.
- Bookings have been made in your activity.
- You understand the possible financial implications of cancellations.
How to Cancel a Booking for Classes and Lessons
- In your activity, navigate to the Booked In tab.
- Scroll down to the booking you would like to cancel.
- Click on the gear cog on the far right of the row.
- Click Cancel Booking. You will see a pop up with Cancellation Options.
We have FIVE different cancellation options.
Option 1 - Cancel Entire Booking with Full Refund
- The full booking will be cancelled, and the attendee will be removed from all sessions.
- Select this one only if the customer has paid the full amount for the activity.
- An email will be sent to the customer informing them that their booking has been cancelled.
- A credit note for the refund total will be created and applied to the invoice.
Option 2 - Cancel remaining sessions with No Refund
- The attendee will be removed from any future sessions in the activity.
- An email will be sent to the customer informing them that their booking has been cancelled.
- There will be no changes to invoices if you use this option.
Option 3 - Cancel remaining sessions with Partial Refund
- The attendee will be removed from any future sessions in the activity.
- The total price of the remaining sessions will be credited to the customer.
Option 4 - Cancel remaining sessions and move attendee to another activity
- You will be able to select
- the last day of attendance in this activity.
- the activity you want to move the attendee too.
- the attendee's start date in the new activity.
- A new invoice or credit note will be created depending on the change in the sessions.
Here is an example of what the screen might look like:
You will then see a message similar to this:
Option 5 - Delete from activity
- Entire booking will be removed.
- All outstanding invoices will be voided.
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