Cancelling a Departure.
Cancelling a departure can sometimes be necessary due to unforeseen circumstances or changes in plans. In this guide, we'll walk you through the simple steps to cancel a departure from Daily Departures and Passengers List.
Cancelling a departure from Daily Departures
Click on "Departures" on the left hand side bar and then "Daily Departures"
From the Departures dashboard you can click on "Actions" on the tour you are changing the status on and click on "Change Status"
Modify Message for departure change
A pop up window will open up. When you open the drop down "Change status" you can choose from different options, Planned, Confirmed, Cancelled, Pending, Started, Finished and Failed. - Choose "Cancelled".
You can choose if you want to allow passengers to cancel or reschedule the tour on their own. Click the checkboxes to do so.
And then you can select a date range that they can modify their booking within.
You can add a "Public reasons for status change" and add a "Internal Note" if needed. Once you are finished you can "Notify Customers Manually" by clicking the highlighted checkbox below.
That will send an E-mail or SMS to the passengers about the change in their departure, you need to choose what template you want to send out before clicking on "Modify message"
Modify Sending Info
Next you can Modify Sending Info. If you want to add a Personalization click on the "Personalize" button.
A pop up window with Personalization tags will appear. You can choose from this list - we do have more options - click here to see them.
Now you have added "Product Name" personalization to the Subject.
If you want to edit the template click on "Show Template Editor"
Adding Personalization tags to E-mail template
You can make adjustments to the template as needed. You can add "Merge Tags" for personalization.
A pop up window with Merge Tags will appear. Choose the one you want to use.
You can also add personalization by typing "@" and find the one you want to use or start typing the parameter to make it easier to find.
Now you have added "Customer First Name". If you already have a pre made template that does not need to be altered click on "Back to Template Preview"
Once you have filled out the info needed click on "Review Recipients & Send"
Review Recipients
If you want to send to all passengers the e-mail then click on "Review Recipients & Send". If you want to send only to selected passengers you can do so by un-checking the box by the names that you don´t want to send to.
And now the status has been change from "Planned" to "Cancelled". A success message pops up at the top right corner.
Cancelling a departure from Passenger list
You can also cancel the departure from the passenger list view. Click on the "Product code" of the tour you want to change the status of.
In the top right corner click on "Actions" and click on "Change Status"
Modify Message for SMS message
Choose the status that you want to change the tour to, here we have chosen "Cancelled".
You can choose if you want to allow passengers to cancel or reschedule the tour on their own. Click the checkboxes to do so.
And then you can select a date range that they can modify their booking within.
You can add a "Public reasons for status change" or "Internal Note" if needed. Click the checkbox for "Notify Customers Manually" to send a E-mail or SMS to all passengers.
Choose a "Message Template" - Here we have a SMS template for "Tour Cancelled" chosen. Next click on "Modify message"
If you want to add Personalization to your message by typing @ and choosing the personalization from the drop down with Personalization tags. You can choose from this list - we do have more options - click here to see them.
You can also start typing the personalization parameter to find it.
Here we have added "Product Vendor Name" Personalization tag to the template. If you are happy with your message, click on "Review Recipients & Send"
Last step is to click on "Send" and a notification will be send via SMS to all passengers on the tour.
A success message will appear at the top right corner and the status has changed to "Cancelled"
Cancelling tour via Bulk Actions
Last way to cancel all departures is via "Bulk Actions". Click on "Bulk Actions" and then "Change all statuses"
Here we chose "Cancelled" as our status change of all tours.
You can choose if you want to allow passengers to cancel or reschedule the tour on their own. Click the checkboxes to do so and then you can select a date range that they can modify their booking within.
You can click on "Notify Customers Manually" if you want to send E-mail/SMS to all passengers at once to notify about the cancellation. If you don´t need to notify customers about the change of departure status you can click on "Change Status"
A success message will appear at the top right corner and all tours have changed to "Cancelled"