Premier | Group Activity - Cancellation

Premier | Group Activity - Cancellation

Description

The functionality provides the ability to cancel a Group Activity adhering to the cancellation and refund policy defined by the business.

Resolution

In "Reception" click onto “Group Activities"

 

Cancellations 




The “Cancellation” of a Group Activity can be completed via the "Group Activity" "Appointment Review" Tab






  1. Click onto the “Cancellation” button
  2. Using the "Cancel Appointment" screen select the cancellation and refund options
  3. You now have several options that are available to you and they are:
    1. “Pay Now”, cancel the treatment and take the cancellation fee straight away
    2. “Add to Account”, cancel the treatment and add the cancellation fee to the clients account
    3. “Pay Later”, cancel the treatment and charge the cancellation fee at a later date
    4. “No Charge”, cancel the treatment and take no cancellation fee
  4. If the booking has been paid in advance, on cancellation you are presented with the options to refund
    1. Credit - the ability to move any deposit taken to a a credit in the form of a "Prepayment"
    2. Refund - selecting will process a refund through the bill screen
    3. No Refund - selecting will retain the deposit and move to "No Refund Deposit"


Cancellation Reason


On completed of a cancellation you can record the reason for the cancelation
  1. Cancellation Reference - unique reference 
  2. Reason Code - Appointment cancellation reason - select from dropdown (see Site Settings - Cancellation reasons)
  3. Media - option to record how contacted
  4. Notes - add notes providing further information the cancellation

To create new reason codes - see Cancellation Reason Codes