How do I Cancel a Trip in my CRM?
There are two options depending if the entire trip is cancelled or if it is just one
component.
1) Cancel the full trip, by going to the right of the + where you open the booking and click on the Cancel button there.
2) If you need to cancel a specific component from the booking, open the booking, click + Build/Edit Itineraries, and click on the Cancel button to the right of the supplier/component.
How to reinstate a cancelled reservation
Open the booking. At the bottom of the Build/Edit Itinerary area you will see CANCELLED RESERVATIONS. If you click on that you can click on the UNCANCEL button and it will add it back into the Build/Edit Itineraries area. You can then go into the booking and make any changes/additions you need for the booking.
How to delete a booking
From a booking you can click the red Delete button to delete booking. Please be very careful when using this feature. Once an item is deleted, it's gone. You will never be able to retrieve the information for that booking one it's deleted. We do not recommend deleting past/traveled bookings. These are archived after travel.
If you need to cancel a booking, please use the yellow Cancel button next to the booking.
Support
Additional training is located on your XstreamCRM under the Training Menu. You'll find step-by-step tutorials on how to record your bookings and manage your clients.
If you need additional support, please submit a support ticket directly from your XstreamCRM under the "CRM Support Tickets," tab. Please also request access to the XstreamCRM Facebook page here.