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(HAFP) How to cancel Sessions using Exception Cancellations
(HAFP) How to cancel Sessions using Exception Cancellations
Updated over a month ago

Exceptions are used to cancel select sessions for customers and staff members who were due to attend it, as well as refunding the amount paid for the sessions, into their account balance.


To cancel a session, go to your project by navigating to Bookings > Projects > All, then select your project.


Go to the Sessions tab, which is located at the top of the page, then select the session you want to cancel, by clicking on the tick box next to it.


Here you will see all available bulk actions listed below, select the action called "Exception Cancellation".

When selected, you will be required to enter a date range for the cancellation. Once entered, click on "Go".


You will then be redirected to the exceptions page where you will need to give reasoning for the cancellation. You can use pre-existing options, or select "Other", to specify a reason outside of the dropdown menu.


You also have the option to notify the assigned staff members of the cancellation by ticking the box called "Notify person(s) of these exceptions".


When you click on "Send", if the session is paid, a pop-up window will appear asking if you would like to issue refunds to the customer's account balance.


After this, you have the option to send a notification message to your customers about the cancellation, however, if you do not need to, you can just leave the page and the session has been successfully cancelled.


To view exceptions, within the project, there will be a tab called "Exceptions". Here will display all exceptions that have been made within this project, and you will be able to edit existing exceptions.

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