Confirming and canceling a booking
Booking confirmation is how you signal that the job is locked in — the customer knows when to expect you and the inspector knows to show up. Cancellation removes the booking from your active schedule.
Confirming a booking
A booking starts in an Unconfirmed state after it is created. Confirming it updates the status to Confirmed and can trigger an automatic confirmation message to the customer if you have Conditionals set up.
To confirm a booking:
Open the booking.
Click Confirm Booking in the booking status area.
The booking status changes immediately. The inspector and customer both see the confirmed status in their respective views.
Unconfirming a booking
If you confirmed a booking and need to put it back to unconfirmed — for example, if there is a scheduling question that needs to be resolved first — click Unconfirm in the same area.
Canceling a booking
To cancel a booking:
Open the booking.
Click the options menu (three-dot icon) near the top of the page.
Select Cancel Booking.
Optionally add a cancellation reason (internal note — not sent to the customer automatically).
Confirm the cancellation.
The booking status changes to Canceled. It is removed from the active schedule and the inspector's calendar. The booking record and all its history (messages, reports, agreements, attachments) are preserved.
Note: Canceling a booking does not automatically send a cancellation message to the customer. If you want to notify the customer, send a message manually through Threads or set up a Conditional to fire on cancellation.
Reinstating a canceled booking
If a canceled booking needs to be reopened — for example, the customer wants to reschedule — you can reinstate it.
Open the canceled booking.
Click Reinstate Booking.
The booking returns to its previous status. You will need to set or confirm a new schedule if the original date has passed.
Invoice and payment on cancellation
Canceling a booking does not automatically void the invoice or refund any payments. You will need to handle the financial side separately — adjust the invoice, issue a refund through your payment processor, or mark the invoice with the appropriate status.
Was this article helpful?