Configuration of Changes and Cancellations for End Users

Booking Cancellation or Editing for End Users

To allow end users to manage their bookings directly from the confirmation email, there are two activation options:

1. Global Activation: You can activate the functionality for all your services at once. Do this from the Company tab >>> Default Settings >>> Booking Preferences >>> Changes / Cancellation >>> End Users (only for online bookings) >>> Allow customers to manage their bookings, by checking the last box.
2. Per Service Activation: Alternatively, you can activate it at the level of each specific service from the same path, overriding the global configuration if necessary.

This functionality will not be compatible with services that include certain configurations, such as services with applied discounts, services with price variations, or services that have pickup management activated.

Once this option is activated, you will be able to enable the specific functions that the end user can perform. These options include:

Allow customers edit their data

By enabling this functionality, you will be able to indicate the minimum notice required for customers to make changes to their booking data.

It is important to note that custom fields from the booking form cannot be edited or displayed, as they may contain HTML or JavaScript code.

Finally, should any modification be made, a new confirmation email will be automatically sent to both the customer and the company to notify them of these changes.

Allow customers to reschedule their booking

By enabling this functionality, you will be able to indicate the minimum notice required for customers to be able to reschedule their booking.

Allow customers change number of PAX

By enabling this functionality, you will be able to indicate the minimum notice required for customers to be able to make changes to the number of people (pax) in their booking.

Allow customers cancel their booking

By enabling this functionality, you will be able to indicate the minimum notice required for customers to be able to reschedule their booking.

You can add your own notes or a summary cancellation policy that will be shown to the end user in the confirmation email and before they confirm their booking cancellation.

You will also have the option to insert a URL that will appear as a clickable link. This link will allow the customer to consult a more detailed external cancellation policy published on your website. Once the booking is cancelled, the seats will be released.

Finally, should any modification be made, a new confirmation email will be automatically sent to both the customer and the company to notify them of these changes.

How Do End Users Modify or Cancel Their Bookings?

Once this option is enabled and configured, your customers will be able to perform the cancellation or editing of their booking directly from the confirmation email they receive. In the following section, you will be able to see the part of the email from which your customers will access this service, identifying: the service access section (1), the button that will direct them to the booking administration area (2), and the link to your cancellation terms page (3).

Once your customer accesses the booking administration area, they will have the following options available:

1. Edit their booking (1)
2. Edit contact details (2)
3. Cancel booking (3)

Additionally, they will be able to access a side panel which facilitates navigation, being especially useful in mobile view (4).