Cancellation aprovals
An overview of how cancellation approvals work.
By Lucy1 author7 articles
- What are cancellation approvals?An overview of how cancellation approvals work and what they control in your organisation.
- Turn on cancellation approvalsSteps to enable the cancellation approvals feature for your organisation and control which users can access it.
- Set up cancellation charging rulesCreate and configure a cancellation approval profile, defining notice thresholds and charge percentages for each cancellation reason.
- Apply cancellation rules to customersAttach a cancellation approval profile to a customer type or an individual customer record.
- Cancel a visit and request approvalCancel a visit and request a cancellation approval when the cancellation falls within your organisation's short notice window.
- Review and approve cancellation requestsReview, approve, or reject cancellation approval requests from the cancellation approvals list.
- How cancellation approvals affect payroll and invoicingAn explanation of how pending and decided cancellation approvals are handled when you generate payroll or invoice runs.