Only a manager cancels, with an optional fee and part of the deposit
Who is involved
| Role | What they do |
|---|---|
| Rental agent | Hears from the customer and passes the request on. |
| Rental manager | Cancels the booking, sets the fee and decides what deposit to keep. |
Step by step
- Rental agent
Opens the booking the customer phoned about.
What they see:The header offers Confirm, Move, Extend and so on, but no Cancel.
- Rental agent
Tells the manager, without promising a refund.
What they see:Nothing changes on the booking yet.
- Rental manager
Opens the booking and presses Cancel, adds a reason if wanted, a cancellation fee and how much deposit to keep.
What they see:A warning says the stock goes back, anything invoiced is credited and it cannot be undone.
- Rental manager
Confirms.
What they see:The booking is Cancelled and the stock is free in the planner.
- Rental agent
Looks at the planner.
What they see:The unit is free again and can be offered to someone else.
Who is told what
People who write bookings are told in the app that the booking was cancelled, with the reason when one was given.
Related
- Rentals
- The administrator chooses the business, the manager fills it, the counter starts booking
- The counter books and hands over, the manager takes it back and closes it
- The manager asks for the invoice, the accountant issues it, the customer pays
- Rental lines of a quote go to Rentals, not the sales order
- Rental lines on an accepted quote create the rental
- Team workflows