Lesson 4 of 8 · 4 min

Move or cancel a booking

Move someone to another date, cancel with a refund recorded, and let customers move or cancel their own from My bookings.

  1. Open a booking from Bookings and the buttons are along the bottom: Record payment, Move, Check in and No-show (on the day), Refund, and Cancel booking.
  2. Move lists the other dates of the same service with room, at the same price. Pick one, press Yes, move it, and the customer is emailed the new date. What they've paid stays with the booking. Appointments on the Calendar can simply be dragged.
  3. Cancel booking asks for a reason (the customer reads it) and any refund to record. The spaces go back on sale and the waitlist gets first refusal. Trazr keeps the books; you send the money back yourself, by transfer or at the till.

  4. The customer's manage link

    Customers can move their own class or course booking from the link in their emails, or My bookings. It's on for new classes and courses: under the service's Booking preferences you set the cutoff (24 hours before the start) and how many times they can move it (once). They only see dates with room at the same price, and confirm before it moves. Appointments, you move for them.

  5. My bookings, on the customer's phone

    Every booking email has "See all your bookings", and your booking page has a My bookings link. They type the email they booked with, we send a six-digit code, and they see every booking with you: pay what's owed, move it, or cancel it.
  6. Online cancelling is yours to set in Settings → Policies: "Customers can cancel online", up to 24 hours before the start unless you change it. Their spaces go straight back on sale. If they'd paid, Trazr doesn't refund it: the booking shows Refund due, and your To do list says Refund Amy R. until you record the refund (or press No refund owed).

Try it

Opens Trazr. You'll be asked to sign in first; new businesses get a free week, no card needed.

Set online cancelling

Quick check

2 quick questions. Pick an answer and Track will tell you how you did.

1. You cancel a booking and record a £35.00 refund. Has Trazr sent the customer their money?
2. A customer who paid a £35.00 deposit cancels from My bookings. What happens to the money?

Try it in Trazr, free for a week

Every lesson's Try it opens the real page, with Track pointing the way.

Start your free weekSign in

Free for the first week · no card needed · £5 a monthRs 1,500 a month$6 a month after