EMS | 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
- Click onto the “Cancellation” button
- Using the "Cancel Appointment" screen select the cancellation and refund options
- You now have several options that are available to you and they are:
- “Pay Now”, cancel the treatment and take the cancellation fee straight away
- “Add to Account”, cancel the treatment and add the cancellation fee to the clients account
- “Pay Later”, cancel the treatment and charge the cancellation fee at a later date
- “No Charge”, cancel the treatment and take no cancellation fee
- If the booking has been paid in advance, on cancellation you are presented with the options to refund
- Credit - the ability to move any deposit taken to a a credit in the form of a "Prepayment"
- Refund - selecting will process a refund through the bill screen
- 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
- Cancellation Reference - unique reference
- Reason Code - Appointment cancellation reason - select from dropdown (see Site Settings - Cancellation reasons)
- Media - option to record how contacted
- Notes - add notes providing further information the cancellation
To create new reason codes - see Cancellation Reason Codes
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