Modify or cancel a booking

You can modify or cancel a client's booking from either the class roster/check-in screen or directly from the client's profile.

Cancel a booking

From the class roster:

1. Go to Full Schedule → click the class
2. Find the client in the roster
3. Click the ... next to their name
4. Select Cancel reservation

From the client's profile:

1. Open the client's profile → Bookings tab
2. Find the booking
3. Click the actions menu → Cancel

When canceling, you'll be asked whether to refund. What "refund" means depends on how the client paid:

• Paid (drop-in) — the client paid dollars, so the refund returns money to their credit card
• Credit-based (package or subscription) — the client used a credit, so cancellation returns the credit to their package or membership balance (no money goes back to their card)
• No refund — removes them from the class without any credit or monetary refund

Move a client between classes

You can move a client to a different class without losing their payment:

1. Go to the class → click ... next to the client
2. Select Move to another class
3. Choose the new date and class
4. Select Unpaid as the payment method for the new class
5. After confirming, return to the original booking and process any refund/credit there

The credit freed from the original booking can then be applied to the new class. See move between classes for the step-by-step.

Late cancel a booking

If you cancel a booking inside your cancellation window, you can mark it as a late cancellation. This is for record-keeping and reporting — it doesn't automatically charge a fee. If you want to charge a late cancel fee, do that separately through the point of sale or set up a late cancel policy to auto charge.

Modify payment on a booking

If a client paid with the wrong method (e.g., used a drop-in when they have a package):

1. From the class roster, click ... next to the client
2. Select Update payment method
3. Choose the correct pricing option

See roster management for more options.