Guide to Canceling or Refunding a Booking or Order

This article will provide you with a comprehensive guide on how to cancel or refund a booking or order. It's important to understand the difference between a booking and an order, as well as the procedures for accessing the order page, canceling for a full refund, and manually refunding after cancellation.

QUICK LINKS: Canceling or Refunding a Booking or Order
Key Definition: What is the difference between a booking and an order?
1. Access the Order Page
2-a. Cancel a Booking for a Full Refund
2-b. Cancel an Order and Issue a Manual Refund

Understanding the Difference Between a Booking and an Order

Bookings refer to reservations for a specific product or service. Bookings are associated with unique details like the date, time, and attendees.

On the other hand, an order is a transaction that consists of multiple bookings. This can include different products or services purchased together

Steps to cancel or refund a booking or order:

Access the Order Page

To issue a refund or cancel a booking, you first need to access the specific order.
Here's how:

Dashboard > Sales.
Select the order or booking you want to modify.

Here are detailed steps:

How to Cancel a Booking for a Full Refund

If you need to cancel a booking and issue a full refund to the customer, follow these steps:

Open the order as explained above.
Clink on Cancel Order.

By canceling the booking, a refund is automatically issued to the user for the full amount of that booking.

How to Cancel an Order and Issue a Manual Refund

Sometimes, you might want to cancel an order but only refund part of the customer's payment or reschedule the booking.
Here's how:

Open the order.
Under Bookings > Click on the red trash bin to cancel a booking.

Please note that when you cancel a booking without processing a refund, the funds remain in the order. This allows you to manually process a partial refund.

To manually refund:

After cancellation, if the booking balance remains positive, you can rebook the customer on a different product. You can reconcile the difference by charging extra or refunding the balance as required.

By understanding these procedures, you can effectively manage booking cancellations and refunds, enhancing customer service and satisfaction.


You may also ask ...

How to make changes in a booking?
How to enable my customers to manage their own booking - magic link feature?
How to issue provisional invoices?

Updated on: 26/06/2023