EMS | Reservation Cancellation
Description
The functionality provides the ability to cancel an individual client or the entire reservation, adhering to the cancellation and refund policy defined by the business.
Resolution
In "Reception" click onto “Reservations", search the required reservation
Cancellations
The “Cancellation” of a Reservations is dealt with within the Reservations screen
- Click onto the “Cancellation” button
- Select “Yes” to continue to the cancelation screen
- Client - ability to select the client to be cancelled
- Prepayments - the ability to move any deposit taken to a a credit in the form of a "Prepayment"
- Assign To Lead - ability to move the selected Clients (top left) deposit to the lead guest, and remove the selected guest from the booking
- Assign to Selected guest - ability to move the selected Clients (top left) deposit to the client selected in the Prepayments lists, and remove the selected guest from the booking
- Delete - if no deposit taken the selected client (top Left) can be removed from the booking
- 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 - Reservation 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 Reasons
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