The Cancellation Policy feature allows the user to create a specific cancellation policy that can be applied to numerous or individual services.
Creating the Cancellation Policy will allow customers to cancel their booking through the emails they receive (confirmation email, reminder email), by clicking on the "Manage booking" button.
How to set it up
The Cancellation Policy is located in the Settings & Policies tab of each product, under the Cancellation Policy section.
Activate this option to allow the customer to cancel the booking.
Then, select the applicable cancellation policy or create a new one if required.
In order to create a new cancellation policy, click on Create New from the drop-down menu and complete the required fields.
Name: Enter the name of the cancellation policy.
Description: Enter the description of the cancellation policy.
Note: The text inserted will appear on the widget at the checkout stage of the booking process, on the email notification sent to the customer and on the Guest app.
Cancellation Timeline: Enter the time frame that will be applied to the cancellation policy in days, hours, or minutes. This will set the time frame after which the booking cannot be cancelled.
Example: If 2 days are selected, cancellations are not permitted less than 2 days prior to the experience’s start time.
SAVE once done.
Note:
Alternatively, a new cancellation policy can be created from More > Data Management > Cancellation Policies. In this case the product(s) with which the policy will be linked also needs to be selected.
Important:
The cancellation policy is not currently managed automatically by the system. Users must apply the cancellation policy manually by issuing either a partial or full refund, based on the product's configuration.
Click here for more information on How to make a refund to the customer.
You can preview the product at any point, using the Preview button.
Display
Widget
The description of the cancellation policy associated with a specific product appears on the Checkout step of the online booking process (through the widget) under the Cancellation Policy section.
Email notification
The description of the cancellation policy associated with a specific product appears in the email notification sent to Customer upon completion of the booking process under the Cancellation Policy section.
Guest App
The description of the cancellation policy associated with a specific product appears in the Guest App under the Cancellation Policy section.
After a booking is cancelled
Dashboard
Once a booking is cancelled, its status will be automatically updated to Cancelled in the Triparound dashboard (Bookings, Itineraries, etc.) This applies to both the Business and the Supplier dashboard, if applicable).
Guest App
The cancelled booking will be removed from the Guest App and will not be visible to the guest.
PDFs
In the Itinerary PDFs (downloaded from the Itineraries section), the cancelled booking will not be shown.
In the Customer PDF (downloaded from the Customers section) the specific booking will indicated as Cancelled.
Email notifications
Additionally, an email will be sent to all involved parties (Customer, Business, Supplier-if applicable).
Email to Customer
Email to Business
Email to Supplier
Once you have configured the Cancellation Policy, you can move on to Notifications.
If you are configuring Restaurants, you can move on to Configuration.