Manage a class booking: rebook or cancel/refund
Use Resolve booking when an eligible direct class booking needs to be moved, cancelled, refunded, or corrected.
You need an owner or manager role to cancel or refund a booking. Team members with access to the location can rebook an eligible booking.
Where to open Resolve booking
You can open Resolve booking from:
the member or guest profile in the class detail sheet;
the booking detail page, reached through Guests -> Bookings;
the related sale in Sales, when that sale supports booking resolution.
Ferb shows the same guided flow from each entry point. Start from the class detail sheet when you are managing attendees for a specific class, Guests -> Bookings when you need to find a member's booking, or Sales when the request is primarily about payment, a refund, invoice, or credit note.
Choose an action
In Resolve booking, choose either Rebook to another class or Cancel / refund booking.
Rebook to another class
Use this when the member should attend a different class instead of receiving a refund.
Choose Rebook to another class.
Find and select a compatible future class.
Review the new class and choose whether to email the member.
Select Apply changes.
Ferb only offers compatible classes. The new class must have a matching setup, including the legal entity, currency, VAT treatment, price, and credit rule. The member keeps the same booking value: no new payment is taken and no refund is issued.
Cancel / refund booking
Use this when the member will not attend and should receive eligible money or credits back.
Choose Cancel / refund booking.
Select the number of spots to cancel and choose a reason.
Review the business impact, including returned payment, restored gift-card balance, returned credits, and any credit note.
Choose whether to send the member an email, then select Apply changes.
To issue compensation or a price correction while keeping the booking active, enable Refund / price reduction, keep spots. Enter the amount and reason, then apply the change.
When Resolve booking is unavailable
The guided flow is available only for eligible direct class bookings. Partner-managed bookings and bookings that have already been checked in or attended cannot be changed this way. For an eligible payment correction outside this flow, open the related record in Sales and use the action Ferb makes available there.
Related
View and manage bookings
Refund a sale
Cancel a class
