Manage bookingsHow to navigate around the bookings tab
This guide will help you navigate around the bookings tab, cancel part or all of a booking, and process refunds. Before proceeding, please make sure that you have read and finished the setups required in Set up Pembee for first time use.
Find and edit a bookingBookings are ordered by booking number. You can also easily find the booking by using the filter panel, for example by searching for a user name. Click on a particular booking to view details and edit the booking.
Click on any booking to display all the details and edit.
- Confirm offline payment: Orders paid online will have associated payment details in the Payment section. If a user choose an offline payment method (e.g., cash), a pending payment line will be added to that order. To confirm this payment as received, click on the pending payment, and click Confirm.Alternatively, you can also add a new offline payment, for example, if a user only pays part of the order. You can only add a payment if there is a positive balance for this order.
- Cancel: You can click and select the lineitem(s) you wish to cancel. A dialogue box will pop up to ask for confirmation. If you select all the lineitems, the entire booking will be marked as cancelled. Please note that any cancellation action is irreversible.
- Refund card payment: For orders paid with credit/debit cards, you can issue a refund to the card of payment. By default, the amount will equal to the price of the lineitem(s) being refunded, but you can also adjust the amount to reflect the terms of your cancellation policy, for example if you charge a cancellation fee. Users will be notified with an automated email for the cancellation and refund. Please note that similar to cancelling a lineitem, the refund action is also irreversible.Alternatively, as long as the balance is negative (i.e. you owe the user some money), you can click on Add Stripe refund to issue a manual refund.
- Refund cash payment: For orders paid with cash, you can simply click on the cash payment line, and select Delete.
- Balance your book: As a good practice, you should always try to balance the book (i.e. make the balance of an order 0). Orders paid with credit/debit cards, orders that are fully refunded, or orders with cash payments confirmed, are automatically balanced. In the case of a partial refund due to charging an admin fee, you can add an admin fee. You can only add a fee when there is a negative balance.
Understand different booking statusThere are four booking status, reflecting the stage of the booking.
- Pending: When a user logs in and adds activities to the cart, a Pending booking will be created.
- Completed: After completing the booking, the status of the Pending booking will be updated to be Completed.
- Abandoned: If a Pending booking is not completed after thirty minutes, it will be marked as Abandoned. However, if the user logs back in within seven days, this pending order will be automatically retrieved (if items are still available).
- Cancelled: When all the lineitems in a booking are cancelled, the booking will be marked as Cancelled.