Overview

Cancel bookings seamlessly while providing detailed refund information, enabling transparent communication and accounting.

Steps to cancel booking

1. Booking cancellation can be initiated from Dashboard and Post Sales page.

(Note: Bookings can also be cancelled from sales app by failing the lead)

 
Dashboard: Open the lead where booking needs to be cancelled, under the ‘Details’ section, click on the (three dots menu) and select ‘Cancel booking’

Post Sales:  Go to All Bookings under post sales and find the booking that needs to be cancelled.

2. Cancel booking: to initiate cancellation, Fill in all the required details as per image below.

3. Select correct ‘Cancellation request date’ , ‘Reason’ and detailed notes for cancellation.

4.  Upload any documents( Cancellation form) and Refund details if applicable.

For refunds, Enter the details of customers refund bank account details, 

(Note: Refund amount that needs to enter manually and cancellation charges are calculated automatically from on the amount the customer has paid.)

Ex. Cancellation charge = Amount Paid by customer(13.66L) - Refund amount(10L) , 

Refund Amount =10 L,  

Cancellation charge = 3.66

5. Once all the details are verfied, click on ‘Confirm Cancellation’ , A pop-up message will appear stating ‘the changes cannot be reversed’ , Click ‘Yes Confirm’ to confirm cancellation

6. Once the booking is cancelled, you will see a confirmation screen stating the reason and status, Once the refund is successfully completed,click on ‘Add refund detail’ to add details of the transaction

Sales App Booking Cancellation

Bookings can also be cancelled by failing the lead from Sales app, 

(Note: If booking is sent for Approval, then approver to has tor reject the booking before cancellation.)