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Steps to cancel a Delegate
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If your customer no longer wishes to have their Delegate place reserved on your Course and they are not interested in attending a different Course instead, learn how to cancel Delegates on your Courses to free up the places for future bookings! |
Cancellations happen, and when they do it is important to get them processed as quickly as possible so that the places on your Course are freed up for your other customers.
The Delegate Cancellation tool in your accessplanit platform will not only update your Delegate to be cancelled and free up their place on the Course, this process will automatically take care of refunds and Credit the original Invoice for you too!
Follow this page to learn the steps to cancel a Delegate on a Course.
🗺️ Navigate to the Course you wish to cancel the Delegate from
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This step will run through how to access the Delegate you wish to cancel from your Course. |
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Cancel the Delegate from your Course
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This step will run through how to cancel the Delegate from your Course. |
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💰 Check the financial records
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The final step of the Delegate cancellation process is to check that any refunds, credits, and cancellation fees have been correctly logged |
To check the financial records of the cancellation, you will follow these steps:
Review the Invoice for the Delegate
Review the Invoice for the cancellation fee
Review the Invoice for the Delegate
This step is only applicable if the Delegate had been Invoiced before their place on the Course was cancelled, it will take you through reviewing the original Invoice and it’s transactions
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Review the Invoice for the cancellation fee
This step is only applicable if you applied a cancelled fee, it will take you through checking the new Invoice generated for the fee
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