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Cancelling a Booking

Sometimes a booking needs to be canceled. EquipDash guides you through the process step by step, applying your cancellation policies automatically and giving you control over refunds.

Who Can Cancel Bookings?​

Cancelling a booking requires the Bookings: Cancel permission. If you do not see the cancel option, ask your account admin to check your role and permissions.

How to Cancel a Booking​

  1. Open the booking you want to cancel from the bookings table.
  2. Click the Action dropdown in the top-right corner of the booking detail page.
  3. Select Cancel booking.
  4. The cancellation modal opens and walks you through the process in steps.

The Cancel Booking modal showing the booking summary, cancellation policy, and confirmation buttons

Step 1: Select a Reason​

Choose a cancellation reason from the dropdown. The available reasons are:

ReasonWhen to Use
Illness or medical emergencyThe customer or a participant is unwell.
Change in travel plansThe customer's trip or schedule has changed.
Bad weather or unsafe conditionsConditions make the activity or rental unsafe.
Personal or family emergencyA personal situation prevents the customer from attending.
Minimum participants not reached(Experiences) Not enough people signed up.
Transportation issuesFlight delay, vehicle breakdown, etc.
Force majeureNatural disaster, government restrictions, or other extraordinary events.
OtherAny other reason -- you can add details in the notes field.

You can also add optional Cancellation Notes to provide more context.

Step 2: Review Cancellation Policy​

If you have a cancellation policy configured, EquipDash automatically finds and applies the most relevant policy based on:

  • The specific product or experience in the booking
  • The product or experience category
  • A general "all products" or "all experiences" policy
  • How far in advance the cancellation is being made

The modal displays:

  • The policy name that applies
  • The refund percentage the policy allows
  • The calculated refund amount

If you need to override the policy's refund percentage, toggle the Override Refund Percentage switch and enter a custom percentage.

Step 3: Confirm Cancellation​

Review the summary and click Confirm Cancellation. The booking status changes to Cancelled.

What Happens After Cancellation​

When a booking is canceled:

  • The booking status is set to Cancelled.
  • Reserved inventory is released (rental bookings).
  • Held spots on the schedule are freed (experience bookings).
  • If a refund amount was calculated, you can process it from the booking detail page. See Processing a Refund.
  • If the waitlist is enabled, customers on the waitlist for the same item are automatically notified that availability has opened up.
  • A cancellation email is sent to the customer (if email notifications are enabled).

Cancellations Without a Policy​

If no cancellation policy applies to the booking, you are given full control. You can choose to offer a full refund, a partial refund, or no refund at all.

Can I Undo a Cancellation?​

Cancellation is a final action and cannot be undone. If the customer wants to rebook, you will need to create a new booking.