Premier | Creating And Managing Cancellation Reasons

Premier | Creating And Managing Cancellation Reasons

🔍 Summary

Cancellation Reason Codes in Premier allow users to record the reason for a cancellation. These reasons are stored on the client’s record card and are used in Cancellation Reports, helping track and analyse cancellations across memberships, reservations, and appointments.

❓ Likely Scenario

Users need to create or edit cancellation reasons.
Cancellation reasons are not appearing correctly in client records or reports.
The system does not reflect active cancellation reasons for a specific site.

🛠️ Process Overview

In this process, you’ll create and configure Cancellation Reason Codes in Premier, assign them to the relevant software areas (Membership, Reservation, Appointment), and activate them for use at your site.

✅ Step-by-Step Instructions:

Accessing Cancellation Reasons
  1. Log into Administrator or Manager
  2. Go to General Menu > Cancellation Reasons
Creating New Cancellation Reasons
  1. Click the Green Plus button
  2. Enter the Description for the cancellation reason
  3. Select the Type to define where the reason applies
  4. Membership – For membership cancellations
  5. Reservation – For reservation cancellations
  6. Appointment – For appointment cancellations
  7. Click the Green Tick to save the new reason
Cancellation Site Details
  1. Select the relevant Site
  2. Click the Site Details tab
  3. Amend Alternate Description if needed
Activating Cancellation Reasons
  1. Go to General > Main System Details > Enterprise Details Setup
  2. Check the required tick boxes to activate the cancellation reasons for your system
🧠 Important Note
  1. Each cancellation reason must be assigned to the appropriate software area to appear correctly during cancellations
  2. Activation is required at the site level for the reason codes to be available for use





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