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Processing Booking Changes

Learn how to handle booking modifications, including rebooking, cancellations, and refunds.

Updated over 3 months ago

Managing booking changes effectively is crucial for maintaining customer satisfaction and operational efficiency. Whether processing schedule changes, handling cancellations, or issuing refunds, understanding proper procedures ensures smooth handling of all modifications.

Understanding Booking Changes

Different types of booking changes require specific handling procedures to ensure proper documentation and customer satisfaction.

Types of Changes

Schedule Changes

Rebooking requests may arise from:

  • Customer schedule conflicts

  • Weather-related rescheduling

  • Activity modifications

  • Operational adjustments

  • Emergency situations

  • Capacity optimization

Rebookings or Schedule Changes can be done by navigating to Bookings > Click on the desired Booking > View & Edit Booking Details > Rebook

Cancellations

Cancellations can be initiated by:

  • Customer requests

  • Operational requirements

  • Weather conditions

  • Insufficient participants

  • Emergency situations

  • Policy violations

Active bookings can be cancelled by navigating to Bookings > Click on the desired Booking > View & Edit Booking Details > Cancel Booking. Note that you are required to select the cancellation type i.e. is the booking cancelled by customer or business. Customer will get refund based on the option selected.

Refunds

Refund scenarios include:

  • Full cancellations

  • Partial booking changes

  • Service adjustments

  • Customer satisfaction issues

  • Policy-based refunds

  • Emergency situations

Refunds are processed when you initiate a booking cancellation or make updates to existing bookings. Changes to bookings can be done as explained in sections above.

Processing Rebookings

Handle schedule changes efficiently while maintaining customer satisfaction and operational clarity.

Rebooking Process

Initial Assessment

Before processing a rebooking:

  • Review original booking details

  • Check new schedule availability

  • Verify customer type compatibility

  • Assess price differences

  • Consider operational impact

  • Review change policies

Activity Selection

Choose appropriate new activity:

  • Confirm activity compatibility

  • Check available dates

  • Verify capacity

  • Review customer requirements

  • Consider location changes

  • Assess scheduling impacts

Price Adjustments

Handle cost differences effectively:

  • Calculate price differences

  • Process additional payments

  • Handle refunds if applicable

  • Update payment records

  • Document transactions

  • Communicate changes clearly

Managing Cancellations

Handle booking cancellations while maintaining clear records and following established policies.

Cancellation Processing

Initiation

Document cancellation details:

  • Record cancellation reason

  • Note initiating party

  • Timestamp the request

  • Verify booking details

  • Check cancellation policy

  • Assess refund eligibility

Policy Application

Apply appropriate policies:

  • Calculate refund amount

  • Consider timing factors

  • Review special circumstances

  • Document policy applications

  • Communicate decisions

  • Maintain consistency

Documentation

Maintain complete records:

  • Update booking status

  • Record all communications

  • Document policy applications

  • Note refund calculations

  • Track processing steps

  • Maintain audit trail

Processing Refunds

Handle refunds efficiently while maintaining accurate financial records.

Refund Handling

Assessment

Evaluate refund requirements:

  • Verify refund eligibility

  • Calculate refund amount

  • Check payment method

  • Review transaction history

  • Consider processing fees

  • Document calculations

Processing

Execute refunds properly:

  • Choose appropriate refund method

  • Process credit card refunds

  • Handle cash refunds

  • Update payment records

  • Document transactions

  • Send confirmations

Communication

Maintain clear customer communication:

  • Explain refund amount

  • Provide processing timeline

  • Send confirmation emails

  • Document all interactions

  • Address questions promptly

  • Maintain professional tone


Frequently Asked Questions

Rebooking Management

Q: How do I handle urgent rebooking requests?

A: Rebooking requests can be managed by navigating to the Bookings tab > Click on the desired booking > View & Edit Booking Details > Rebook.

Q: What if the desired new date is unavailable?

A: In case of a rebooking if the desired date is unavailable provide alternative date and/or time options to the customer OR suggest similar activity.

Cancellation Handling

Q: How do I process last-minute cancellations?

A: Cancellations at last-minute should be handles based on your refund and cancellation policies set up. You can always make an exception by providing a full refund.

Q: What if a cancellation affects other bookings?

A: Cancellation of bookings do not interfere with other bookings. In a case where minimum number of seats are not filled for a specific availability, you can rebook the customers to other date or time after discussing with the customer.

Refund Processing

Q: What if the original payment method is unavailable?

A: Refunds are currently limited to the original source of payment. For example, if a customer made the booking by using a credit card, then the refunds will be processed on the same credit card.

Best Practices

Q: How can I ensure smooth booking changes?

A: Maintain efficiency through:

  • Clear communication

  • Prompt processing

  • Accurate documentation

  • Policy consistency

  • Regular monitoring

  • Staff training

Q: What records should I maintain for booking changes?

A: Booking changes are logged in the Activity Logs. We recommend to add notes if needed.

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