Handling Canceled Bookings
When a booking is not going ahead, the best practice is to change its status to Lost. You also have the option to archive it for future reporting. This helps you track canceled bookings without affecting your active bookings list.
Pipeline Stage: Update the pipeline stage if needed. These stages are organization-specific, so check with your System Admin if unsure.
Payments:
Refund the guest if required.
Keep payments if you are retaining them (e.g., cancellation fee) so you have a record in the booking.
Confirm your organization’s approach with your manager or finance team.
Marking bookings as lost and archiving them ensures you maintain accurate reporting while keeping your booking list organized.