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Cancelling a Booking

First-time workspace setup

Cancel only after the booking exists in Bookings — cancellation policy and deposit rules come from Settings → Preferences and Settings → Payments, Invoicing & Utilities (setup steps 5 and 8). Complete Getting Started — Recommended Setup Sequence steps 1–15 first. Lockout catch-up: Getting Started — Lockout catch-up after password recovery. Workflow pairing: Common Workflows — Setup sequence after go-live.

Finding your way in this guide

Review policy in Step 1 — Review the cancellation terms; settle balances in Step 2 — Settle outstanding payments / Step 2a. Deposit and execution: Step 3 → Step 4 — Execute the cancellation action. Cleanup: Step 5 / Step 6 / Step 6b. Non-linear operator habits (Lockout catch-up, Payment alert to receivables triage, Pending manual receipt approval, Reject/revert mistaken receipts, Month-end invoicing (fixed date), Bulk Hostkit invoicing, Rent reduction after invoicing, Utility overage collections, Check-out final utilities handoff, Check-in to check-out handoff, Check-out collections before refund, Check-out ledger cleanup before refund, Finance debt receivables triage, Handling a Late Payment collections, Cancellation collections before void, Same-day turnover coordination, Occupancy KPI to block hygiene handoff, Partly collected security deposit, Wrong tenant on a booking, Cancel Booking vs Delete Booking, Portfolio retirement decisions, Directory list load failures, Booking sidebar tab load failures, Confirmation alert triage, Portfolio segmentation by tenant category) have matching Related subsections below. Full pairing matrix: Cancelling a Booking section cross-reference · Common Workflows section cross-reference.

Pair with other workflows

After cancellation, run Manual block hygiene when calendar holds still suppress availability. Deposit and refund steps that overlap a normal departure pair with Common Workflows — Check-out vs cancellation (workflows-cancel-booking-refund-modal-flow.mp4, bookings-list-canceled-tab.png) and Managing a Check-out (Step 5 for completed stays only — not policy void; Step 7 when mid-stay cancel still needs Ended-status cleanup). During month-end Step 6b, pair Portfolio KPI review — Step 7 with AI usage API when settlement triage leaned on AI Chat. Step-to-module pairing: Cancelling a Booking section cross-reference. Full pairing matrix: Common Workflows — Workflow cross-reference.

Prerequisites
  • Know your cancellation policy terms (what the tenant forfeits or is entitled to)
  • Understand the deposit rules configured in Settings > Payments

Step 1 — Review the cancellation terms​

Pair with other Cancelling a Booking steps

Refund-type decisions pair with Settings → Payments, Invoicing & Utilities, Bookings — Cancellations and Refunds, and Booking Lifecycle. Downstream: Step 2 (settlement) and Step 4 (confirm the same refund type in the dialog). Full pairing matrix: Cancelling a Booking section cross-reference.

Before cancelling, check the booking's contract and your cancellation policy to determine what the tenant forfeits or is entitled to (e.g., deposit retained, first month non-refundable). Determine which refund type applies:

Refund TypeWhat Happens to the Payment Schedule
Full refundAll payment items are removed from the schedule. Payments already received are refunded.
No refundOnly unpaid future items are removed. Already-paid items are retained.
Partial refundRequires manual processing (see Step 2b below).
External automation on cancellation terms

Booking-scoped Tenant MCP request-contract-data and get-dates-and-schedule surface the same contract dates and policy context you review in Step 1 — get-payment-info when the tenant asks what they forfeit before you pick a refund type. Account-scoped Landlord MCP cancel-booking is a write tool; operators still confirm refund type in the booking sidebar (Step 4).

Full pairing matrix: Cancelling a Booking section cross-reference.

Step 2 — Settle outstanding payments​

Pair with other Cancelling a Booking steps

Pre-cancel settlement pairs with Common Workflows — Cancellation collections before void (hub matrix when In Debt blocks Step 4; finance-contract-values-in-debt-filter.png, bookings-detail-transactions-approve-payment-modal.png, bookings-cancel-booking-modal-refund-types.png), Finance → Contract Values, Handling a Late Payment — Steps 1–4, and Notification triage — Step 4 when payment overdue alerts brought you here. Upstream: Step 1 (refund type). Downstream: Step 2a when manual receipts stay pending; Step 3 after balances clear. Full pairing matrix: Cancelling a Booking section cross-reference.

Verify all charges up to the cancellation date have been settled. Triage balances before you open the booking sidebar:

If the tenant owes money, record the payment in Finance > Add Payment or create a charge. If you owe the tenant a refund, process it now.

When the shortfall is a partly collected security deposit (not rent schedule lines), open the booking Deposit tab — an amber Partially paid badge means Paid is above zero but still below Amount (Partial Paid on depositStatus — see Glossary — Deposit lifecycle status). Portfolio triage: Finance → Deposits — Partial paid lifecycle card — distinct from Partial Paid rent on Payment Plan. See FAQ — Partly collected security deposit, Managing a Check-in — Step 3, and Glossary — Deposit lifecycle status.

External automation on pre-cancel settlement

Booking-scoped Tenant MCP get-payment-info surfaces the same In Debt schedule rows you triage on Finance → Contract Values before picking a refund type. Account-scoped Landlord MCP list-payments / get-payment and get-booking help portfolio assistants resolve booking ids from Finance → Contract Values or payment overdue alerts opened via Notification triage — Step 4.

Approve before you cancel

Manual receipts recorded during settlement may stay pending until Approve payments acts on Finance → Transactions or the booking Transactions tab. Until approval, In Debt contract lines and deposit math can still reflect the old balance — triage Pending on the ledger before you confirm cancellation. See Finance — Pending manual payments.

Step 2a — Approve settlement receipts (when required)​

Pair with other Cancelling a Booking steps

Settlement approval pairs with Finance → Transactions, Payment Allocation — Correcting mistaken receipts, and the same Pending habit in Portfolio KPI review — Step 7. Upstream: Step 2. Downstream: Step 3 and Step 4 once allocations apply. Full pairing matrix: Cancelling a Booking section cross-reference.

When you recorded a final payment during Step 2 but Contract Values or In Debt still show the old balance:

  1. Open Finance → Transactions (widen the date range if needed) or the booking Transactions tab and confirm Pending rows exist when you expect a manual approval queue.
  2. Open Finance → Transactions (widen the date range if needed) or the booking Transactions tab, filter to Pending, and locate the manual row.
  3. Click Approve payment (per-row check icon) or tick several rows and use Approve selected from the floating bar. For a mistaken duplicate on the ledger, use Reject selected (bulk-only on Finance — no per-row reject icon there). Reject selected shows the same red credit note warning as booking Transactions when accounting may already have invoiced the charge — see Finance — Reject payment and Bookings — Transactions row actions.
  4. Re-check Contract Values and deposit math before you open Cancel booking — allocations apply only after approval.
External automation on settlement receipts

Account-scoped Landlord MCP create-manual-payment-in records the same bank-transfer rows you enter during Step 2 — receipts may stay pending until Approve payments below. External clients cannot approve or reject from MCP; operators continue on Finance → Transactions or the booking Transactions tab.

Finance Overview — Manual Payments KPI beside Total Debt (monthly manual total; triage pending rows on Transactions)

Booking detail Transactions — Approve payment confirmation before cancellation math updates

Booking detail Transactions — Reject payment confirmation with red credit-note warning banner

Finance Transactions — bulk selection bar with Approve selected and Reject selected

Full pairing matrix: Cancelling a Booking section cross-reference.

Step 2b — Handle partial refunds (if applicable)​

Pair with other Cancelling a Booking steps

Partial refunds pair with Glossary — Credit note (payment reject/revert), Audit — Discounts tab, and FAQ — Lower rent below invoiced when exported rent lines block schedule edits. Upstream: Step 1 and Step 2. Downstream: Step 3 and Step 4 (pick partial refund in the dialog only after schedule math is settled). Full pairing matrix: Cancelling a Booking section cross-reference.

Partial refunds are not automated because the split depends on your specific cancellation terms and negotiation with the tenant. For partial refunds:

  1. Calculate the refund amount based on your cancellation policy
  2. Manually adjust the payment schedule — remove or modify the relevant items
  3. Record the partial refund amount and document the agreed terms
  4. If charges have already been invoiced through your accounting integration, create credit notes in your accounting system (Vivin cannot auto-remove invoiced schedule lines)
Invoiced Items

Payment items that have already been invoiced through the accounting integration (e.g., Invoice-xpress) cannot be automatically removed from the payment schedule. These must be handled as credit notes or manual adjustments in your accounting system. See Glossary — Credit note (payment reject/revert) and Bookings > Transactions row actions.

Full pairing matrix: Cancelling a Booking section cross-reference.

Step 3 — Handle the deposit​

Pair with other Cancelling a Booking steps

Deposit retention pairs with Common Workflows — Check-out vs cancellation (policy void → Step 3 vs normal departure → Managing a Check-out — Step 5; bookings-cancel-booking-modal-refund-types.png, bookings-detail-deposit-tab-ready-to-refund-toggle.png), Finance → Deposits, and Bookings — Deposit tab. Upstream: Step 2 / Step 2b. Downstream: Step 4 and Step 6b at month-end. Full pairing matrix: Cancelling a Booking section cross-reference.

In Finance > Deposits (or the booking Deposit tab), align the deposit with your cancellation policy. When the guest completed a normal stay instead of a policy void, switch to Managing a Check-out — Step 5 — hub: Common Workflows — Check-out vs cancellation. If the booking ended or was scheduled to end more than a few months ago, clear or widen the Deposits toolbar date range first — the tab defaults to roughly the last three months and hides older rows until check-in, check-out, or Refund Due Date intersects your filter. See Glossary — Finance Deposits date range.

When Paid on the deposit row is short but non-zero, confirm whether you are retaining the collected portion, chasing the remainder before cancel, or netting the shortfall against rent arrears from Step 2 — the booking Deposit tab shows Partially paid with a remaining helper (Partial Paid on depositStatus). See FAQ — Partly collected security deposit and Glossary — Deposit lifecycle status.

When the tenant contests how much of the deposit you retain before you send a return, and Enable deposit disputes is On, use Mark as Disputed on the Deposit tab (or Mark disputed on Finance → Deposits) so Refund / Mark refunded stays frozen until you click Resolve Dispute — same pattern as Managing a Check-out — Step 5. Portfolio triage: Other filters → Deposit status → Disputed — Finance — Deposit status filter. See Glossary — Deposit dispute.

  • Full refund: Confirm Est. Refund / Total to refund, complete the external bank transfer, then click Mark refunded (status Refunded).
  • Partial refund: Ensure the payment schedule and any damage charges reflect the retained amount (Step 2b), transfer the net return externally, then Mark refunded.
  • No refund: Leave the deposit unreturned — the row may show Not Refunded. Document the reason; do not use Mark refunded when nothing is sent back.

Status badges (Pending refund, Overdue, Refunded, Not Refunded) are described in Finance > Deposits — status badges.

Business Rule

Vivin records the deposit decision — the actual bank transfer happens outside the platform. Always document the reason for any retention. Ensure the tenant has provided their IBAN before initiating a return.

Full pairing matrix: Cancelling a Booking section cross-reference.

External automation on deposit retention

Booking-scoped Tenant MCP get-security-deposit-info returns the same deposit terms and retention context tenants see on the portal Payments tab while you decide full, partial, or no refund — it does not Mark refunded, Mark as Disputed, or Resolve Dispute; those remain operator actions on Finance → Deposits or the booking Deposit tab. notify-landlord escalates contested retention to your team when external assistants surface a dispute before you use Mark as Disputed — external clients cannot toggle dispute freeze from MCP alone. get-payment-info helps tenant-facing assistants explain how retained deposit amounts relate to outstanding schedule lines during partial-refund paths (Step 2b).

Operator deposit settlement contrast

Account-scoped Landlord MCP list-payments / get-payment and get-booking help portfolio assistants reconcile deposit math with Contract Values In Debt rows during Step 2 before you Mark refunded — external clients cannot record bank returns or flip Finance → Deposits status badges from MCP. list-tickets / get-ticket surface open damage jobs when retention disputes tie to Operations inspection work (Step 6). For Vivin product defects (deposit dispute toggle missing, Enable deposit disputes permissions, or MCP credential scope), file Using in-app support instead of routing tenant automation here. Surface-choice contrast: Automation & AI — Workflow pairing for surface choice.

Step 4 — Execute the cancellation action​

Pair with other Cancelling a Booking steps

Cancel execution pairs with Bookings — Contract Info, Tenants fiscal-ID lookup, and Processing a New Booking when you cancel a duplicate import. Upstream: Step 1 (refund type must match the dialog). Downstream: Step 5 and Step 6. Full pairing matrix: Cancelling a Booking section cross-reference.

  1. Open Bookings and select the booking from the list (or timeline) to open the booking sidebar. When several rows match, paste the unit internal name in toolbar Search — unit hits rank above tenant name or email. See Bookings — Search bar and Glossary — Directory search ranking. If the tenant contacted you with a fiscal ID (NIF) from paperwork instead of a room code, open Tenants and paste that value in Search — the directory matches fiscal and identification IDs without re-ranking; open the tenant profile and jump to the linked booking from there.
  2. In the sidebar, open the Contract Info tab.
  3. Scroll to Booking actions and choose Cancel booking (or the equivalent label in your interface language).
  4. In the cancellation dialog, pick the refund type that matches Step 1 — full refund, no refund, or partial refund (plus amount when partial). Confirm only when you are ready; the booking becomes canceled immediately after confirmation.
Cancel vs Delete Booking

This workflow uses Cancel booking — not Delete Booking. Delete soft-archives mistaken or test rows and hides Manual Transactions on Finance → Transactions (#1897); it does not run cancellation policy or refund-type dialogs. On integration reservations, clear any provider platform in-payment before Delete (#2076) — FAQ — Delete Booking on integration reservation (bookings-detail-delete-booking-provider-platform-error-toast.png). For duplicates or training rows, see FAQ — Cancel Booking vs Delete Booking (decision table + bookings-list-canceled-tab.png vs soft-archive), FAQ — Portfolio retirement decisions, and Bookings — Delete Booking (soft archive).

Sidebar tab load errors

If Communication or Tickets fails to load while Contract Info works, use Refresh or Retry on that tab before you leave the booking — see Glossary — Booking detail sidebar tab load failures.

External automation on cancel execution

Account-scoped Landlord MCP cancel-booking is a write tool that can void a reservation programmatically — operators still confirm refund type in the booking sidebar dialog to match Step 1. After cancel, booking-scoped Tenant MCP get-booking-status confirms Canceled (canceled) the same way the sidebar does — pair with notify-landlord when a tenant initiated cancellation through a chatbot before you confirm in Contract Info.

Bookings — Cancel booking dialog with refund type options

Walkthrough: open an upcoming booking, Contract Info tab, Cancel booking, review refund types in the dialog, then close without confirming (example unit on property AA-11-5D).
Contrast: policy void rows on Bookings → Cancelled vs completed stays on Ended — pair with Managing a Check-out — Step 7.
Labels vs. refund types

Control labels follow your account language. The three refund choices always map to the same platform behavior: full refund (remove schedule items / refund paid amounts per product rules), no refund (remove unpaid future items only), or partial refund (manual amount — settle the schedule and accounting as in Step 2b before confirming).

When cancellation is applied, booking status becomes Canceled (canceled) and the system automatically cleans up the payment schedule based on the refund type:

  • Full refund: all remaining items are removed
  • No refund: only unpaid future items are removed; paid items remain

Full pairing matrix: Cancelling a Booking section cross-reference.

Step 5 — Verify availability is restored​

Pair with other Cancelling a Booking steps

Availability restore pairs with Sales → Overview, Manual block hygiene, and Audit Manual Blocks when heatmaps still look blocked. Upstream: Step 4. Downstream: Step 6 and Processing a New Booking when you rebook freed nights. Full pairing matrix: Cancelling a Booking section cross-reference.

Once canceled, the unit's dates automatically become available again in Vivin and on all connected external platforms. Verify in the Sales > Sales Overview that the dates now show as free.

If the heatmap still shows blocked nights after cancellation, open Audit (Tools → Audit, /audit) and filter Manual Blocks for the unit — stale holds created outside the booking may still suppress availability until you remove or shorten them. Sort by Unit or End when you scan several rows (Manual block hygiene — Step 3). On Bookings → Timeline, clear Only bookings to see channel and manual blocks on the same unit row. See Listings — Adding Manual Unavailability for where blocks originate.

Sales — Overview tab with availability heatmap and occupancy context after a unit is released

External automation on availability after cancel

When Sales → Overview still shows blocked nights after cancel, account-scoped Landlord MCP get-listing includes unavailabilities (manual holds and channel blocks) so external clients can distinguish a canceled stay from a forgotten Audit hold — list-listings narrows the unit when several rooms share a property. get-listing-calendar and get-vacant-units-next-month mirror Sales → Overview and Multicalendar portfolio reads; external clients cannot delete manual blocks from MCP — operators finish in Manual block hygiene — Step 4. Booking-scoped Tenant MCP get-listing-calendar lets tenant-facing assistants confirm freed nights on the canceled unit — pair with get-booking-status when guests ask whether the reservation is fully voided. Surface-choice contrast: Automation & AI — Workflow pairing for surface choice.

Full pairing matrix: Cancelling a Booking section cross-reference.

Step 6 — Close related tickets​

Pair with other Cancelling a Booking steps

Post-cancel ticket closure pairs with Operations → Tickets, Glossary — Ticket — linked cash flows, and Using in-app support when Close or Cost allocation is blocked for your role. Upstream: Step 5. Downstream: Step 6b and Notification triage — Step 5. Full pairing matrix: Cancelling a Booking section cross-reference.

In Operations → Tickets, close or cancel pending work associated with this booking (check-in preparation, cleaning, damage assessment, etc.) so items do not stay in Unassigned or In progress. Far-future prep jobs may still show a Draft badge until the Schedule date nears — use the Draft KPI card when you need to review long-lead tickets without mixing them into today's queue (Glossary — Draft ticket (display status)). When a damage ticket included paid contractor work, confirm Cost allocation still reflects linked cash flows before you archive the case (Glossary — Ticket — linked cash flows).

Operations — Tickets tab with open work items to review or close after cancellation

tip

After cancellation, the unit is immediately bookable again. Check the Sales Overview calendar for any gaps that could be filled with a new booking — when you rebook freed nights, continue with Processing a New Booking and confirm portal gates in Processing a New Booking — Step 6 before you send contract mail to the replacement guest. When you canceled an Ongoing mid-stay reservation instead of a future Upcoming row, deposit and Ended-status overlap with Managing a Check-out — Step 7 may still need a separate pass after Step 3. When prep tickets for the same unit overlap arrival week on a replacement stay, pair closure with Managing a Check-in — Step 6 before you archive long-lead Draft jobs. At month-end, after ticket closure, pair lingering settlement Pending rows with Portfolio KPI review — Step 7 before you archive the last Operations prep jobs — the Step 6b mesh covers confirmation, arrival, departure, collections, and utility overage receipts on the same ledger queue. When cancellation alerts on /notifications still will not clear after Notification triage — Step 5, continue Notification triage — Step 6 before you file Vivin support from Step 6b.

External automation on post-cancel tickets

Account-scoped Landlord MCP list-tickets, get-ticket, update-ticket, add-ticket-comment, and close-ticket surface, document, or close the same Operations → Tickets rows you review after cancel — paste the unit internal name in Tickets toolbar Search when several properties share a portfolio; pair close-ticket only after operator Cost allocation is reconciled when damage tickets included paid contractor work (Glossary — Ticket — linked cash flows). list-bookings and get-booking confirm the reservation is Canceled before you archive prep jobs that still reference the old stay. External clients cannot link Cost allocation cash flows from MCP. Booking-scoped Tenant MCP get-maintenance-tickets lists open prep or damage jobs for the tenant's unit when external assistants ask what work is still pending — contrast with Landlord MCP close-ticket when operators finish closure in the management UI.

When to file Vivin support vs self-serve ticket closure

Finish Step 5 and deposit settlement in Step 3 before you open a Vivin support ticket — closing Operations tickets and clearing Sales availability are operator workflows, not product defects. File Using in-app support when Vivin behaviour blocks post-cancel cleanup despite correct operator steps:

Use the Help & Support drawer from Operations or Bookings when screenshots should include the ticket or booking sidebar — Deep Links — Support. If a management lockout delayed post-cancel ticket closure, recover access with Resetting a Management User Password (Step 3) before you rerun Step 5 and this step — refresh Landlord MCP Bearer JWT after Step 3 there; catch up stale cancellation alerts in Notification triage — Step 5.

Step 6b — Clear cancellation alerts and approve lingering settlement receipts (when required)​

Pair with other Cancelling a Booking steps

Month-end cancellation cleanup pairs with Notification triage — Step 5, Portfolio KPI review — Step 7, and Entering Monthly Utility Bills — Step 4 when Canceled stays still show utility overage lines. Upstream: Step 2a and Step 6. Full pairing matrix: Cancelling a Booking section cross-reference.

After you close Operations tickets in Step 6, clear unread Payments or booking-status rows on /notifications that still reference the Canceled stay — see Notification triage — Step 5. When settlement bank transfers from Step 2 still show Pending at month-end, follow Step 2a and the same approval habit in Portfolio KPI review — Step 7, Processing a New Booking — Step 6b, Managing a Check-in — Step 6b, Managing a Check-out — Step 6b, Entering Monthly Utility Bills — Step 4b, Handling a Late Payment — Step 4b, and Handling a Late Payment — Step 6b — segment-wide arrears after month-end KPI review in Handling a Late Payment — Step 6. When a Canceled stay still shows utility overage lines on Payment plan, triage with Entering Monthly Utility Bills — Step 4 before you archive the last cancellation alerts — file Entering Monthly Utility Bills — Step 6 when overage math is blocked despite correct operator steps on Canceled stays.

  1. Open Finance → Transactions (widen the date range if needed) or the booking Transactions tab.
  2. Click the amber Pending chip on the All type-summary card — see Finance — Pending manual payments (finance-transactions-pending-pill.png).
  3. Locate settlement rows recorded during Step 2 before you confirmed Cancel booking.
  4. Click Approve payment or use Approve selected from the floating bar; use Reject selected only for mistaken duplicates — same credit note warning as Step 2a.
  5. Re-check Contract Values and deposit math on Finance → Deposits before you archive the last cancellation alerts on /notifications.
External automation on post-cancel ledger cleanup

Account-scoped Landlord MCP list-payments / get-payment and get-booking surface the same Pending settlement rows — external clients cannot approve from MCP; operators finish on Finance → Transactions. get-booking-summary helps portfolio assistants confirm Canceled counts before month-end Mark all as read on /notifications.

When to file Vivin support vs self-serve settlement approval

Approve payments and ledger Reject selected are operator workflows — finish Step 2a before you open a Vivin support ticket. File Using in-app support when Approve payment is missing for your role, Pending rows persist after approval, or Landlord MCP / Tenant MCP clients return persistent 403 after you refreshed the management JWT — see Resetting a Management User Password — Troubleshooting. If a management lockout delayed month-end cancellation settlement approval, recover access with Resetting a Management User Password (Step 3) before you rerun this step — pair with Handling a Late Payment — Step 6b and Portfolio KPI review — Step 7 on the same Pending queue.

Full pairing matrix: Cancelling a Booking section cross-reference.

Cancelling a Booking section cross-reference​

Use this table when one step in this workflow naturally leads into another module, concept page, or downstream workflow — each row links to the docs you should read before or after that step.

| Workflow step / section | Pair with these docs | | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Step 1 — Review the cancellation terms | Settings > Invoicing & Payments, Bookings — Cancellations and Refunds, Booking Lifecycle, Tenant MCP — Booking and contract data (request-contract-data, get-dates-and-schedule), Tenant MCP — Property, payments, and portal tools (get-payment-info; contrast with Landlord MCP cancel-booking write tool) | | Step 2 — Settle outstanding payments | Handling a Late Payment, Finance — Contract Values, Finance — Overview tab, Finance — Deposits status summary cards, FAQ — Partly collected security deposit, Managing a Check-in — Step 3, Finance — Tenant category filter, Bookings — Other filters, Tenants — Tenant category filter, Glossary — Tenant category, FAQ — Finance tenant category filter parity, Notification triage — Step 4, Tenant MCP — Property, payments, and portal tools (get-payment-info), Landlord MCP — Extended account tools (list-payments, get-payment, get-booking), Payment Allocation | | Step 2a — Approve settlement receipts | Notification triage — Step 4, Notification triage — Step 5, Processing a New Booking — Step 5b, Handling a Late Payment — Step 4b, Managing a Check-in — Step 3b, Entering Monthly Utility Bills — Step 4b, Managing a Check-out — Step 6b, Portfolio KPI review — Step 7, Finance > Transactions — Row actions, Finance — Pending manual payments, Payment Allocation — Correcting mistaken receipts, Glossary — Pending manual in-payment (Finance), Glossary — Credit note (payment reject/revert), FAQ — Manual receipt still pending, Landlord MCP — Extended account tools (create-manual-payment-in pending until operator approval) | | Step 2b — Handle partial refunds | Glossary — Invoiced floor (rent), FAQ — Lower rent below invoiced, Audit — Discounts tab | | Step 3 — Handle the deposit | Finance — Deposits tab, Finance — Deposit lifecycle status cards, Bookings — Deposit tab, FAQ — Partly collected security deposit, Glossary — Deposit lifecycle status, Settings > Preferences — Enable deposit disputes, Tenant MCP — Property, payments, and portal tools (get-security-deposit-info, get-payment-info during partial-retention paths), Tenant MCP — Maintenance and escalation (notify-landlord), Landlord MCP — Extended account tools (list-payments, get-payment, get-booking during pre-refund settlement; Mark refunded / dispute toggles remain operator UI), Landlord MCP — Extended account tools (list-tickets, get-ticket when damage jobs block retention), Managing a Check-out — Step 5, Glossary — Deposit dispute, Glossary — Finance Deposits date range, Using in-app support (deposit dispute permissions or MCP scope defects), Automation & AI — Workflow pairing for surface choice | | Step 4 — Execute the cancellation action | Bookings module — Contract Info, Tenant MCP — Booking and contract data (get-booking-status), Tenant MCP — Maintenance and escalation (notify-landlord), Landlord MCP — Extended account tools (cancel-booking write tool; confirm refund type in UI), Processing a New Booking (duplicate imports), Settings > Interface language | | Step 5 — Verify availability is restored | Manual block hygiene, Manual block hygiene — Step 4, Sales — Overview tab, Bookings — Timeline view, Audit module, Automation & AI — Workflow pairing for surface choice, Landlord MCP — Bookings, properties, and listings (get-listing with unavailabilities, list-listings; no MCP write for manual blocks), Landlord MCP — Read-only and intelligence (get-listing-calendar, get-vacant-units-next-month), Tenant MCP — Booking and contract data (get-listing-calendar, get-booking-status) | | Step 6 — Close related tickets | Operations module, Glossary — Draft ticket (display status), Glossary — Ticket — linked cash flows, Processing a New Booking (rebook freed nights), Processing a New Booking — Step 6 (portal gates before replacement contract mail), Managing a Check-in — Step 6 (prep tickets overlapping arrival week on replacement stays), Managing a Check-out — Step 7 (mid-stay cancel vs normal departure closure), Portfolio KPI review — Step 7 (month-end Pending after ticket closure), Notification triage — Step 5, Notification triage — Step 6, Using in-app support, Using in-app support — New Support Ticket modal, Resetting a Management User Password — Step 3 (lockout-delayed post-cancel catch-up), Resetting a Management User Password — Troubleshooting, Manual block hygiene — Step 5 (availability still blocked after cancel), Manual block hygiene — Step 6 (Multicalendar still blocked after cancel), Landlord MCP — Extended account tools (list-tickets, get-ticket, update-ticket, add-ticket-comment, close-ticket, list-bookings, get-booking; Cost allocation remains operator UI), Landlord MCP — Permissions and safety, Tenant MCP — Maintenance and escalation (get-maintenance-tickets), Automation & AI — Workflow pairing for surface choice | | Step 6b — Clear cancellation alerts and approve lingering settlement receipts | Notification triage — Step 5, Notification triage — Step 6, Step 2a — Approve settlement receipts, Portfolio KPI review — Step 7, Processing a New Booking — Step 6b, Managing a Check-in — Step 6b, Managing a Check-out — Step 6b, Entering Monthly Utility Bills — Step 4b, Entering Monthly Utility Bills — Step 4 (utility overage on Canceled stays), Handling a Late Payment — Step 4b, Handling a Late Payment — Step 6 (segment-wide arrears after month-end KPI review), Handling a Late Payment — Step 6b, Resetting a Management User Password — Step 3 (lockout-delayed month-end catch-up), Resetting a Management User Password — Troubleshooting, Finance — Pending manual payments, Finance > Transactions — Row actions, Glossary — Pending manual in-payment (Finance), Landlord MCP — Extended account tools (list-payments, get-payment, get-booking, get-booking-summary; approval remains operator UI) | | Lockout catch-up after password recovery | Cancellation settlement delayed by lockout | Common Workflows — Lockout catch-up, Step 6b, Resetting a Management User Password — Step 3 | | Pending manual receipt approval | Settlement receipts still pending | Common Workflows — Pending manual receipt approval, Step 2a, Step 6b | | Reject/revert mistaken receipts | Duplicate settlement bank transfers | Common Workflows — Reject/revert mistaken receipts, Payment Allocation — Correcting mistaken receipts | | Month-end invoicing (fixed date) | Fixed Invoice date before settlement Issue allocation during Step 6b | Common Workflows — Month-end invoicing (fixed date), Invoicing — Default invoice date, Finance — Month-end invoicing with a fixed date (settings-invoicing-invoice-date-toggle.png, finance-transactions-bulk-toolbar-fixed-invoice-date-banner.png) | | Bulk Hostkit invoicing | Issue allocation / Issue credit notes Hostkit pacing on settlement cleanup | Common Workflows — Bulk Hostkit invoicing, FAQ — Bulk Hostkit invoicing slow, Step 6b | | Utility overage collections | Utility overage on Canceled stay during Step 2 settlement | Common Workflows — Utility overage collections, Step 2 — Settle outstanding payments, Entering Monthly Utility Bills — Step 4 (utilities-allocations-row-breakdown-expanded.png, utilities-allocations-review-flow.mp4) | | Check-out final utilities handoff | Utility overage on Canceled stay (not departure refund mesh) | Common Workflows — Check-out final utilities handoff, Step 2 — Settle outstanding payments, Managing a Check-out — Step 6 (utilities-allocations-review-flow.mp4, bookings-detail-payment-plan-tab-schedule.png) | | Check-in to check-out handoff | Canceled void frees unit — incoming import is separate lifecycle | Common Workflows — Check-in to check-out handoff, Step 5 — Verify availability is restored, Managing a Check-out — Step 1 (operations-check-in-out-check-outs-next-7-days.png, bookings-timeline-view.png) | | Check-out collections before refund | Rent arrears on Payment Plan during Step 2 settlement | Common Workflows — Check-out collections before refund, Step 2 — Settle outstanding payments, Managing a Check-out — Step 6 (workflows-check-out-coordination-flow.mp4, bookings-detail-payment-plan-tab-schedule.png, finance-contract-values-in-debt-filter.png) | | Check-out ledger cleanup before refund | Duplicate settlement transfer during Step 2 (tenant paid once) | Common Workflows — Check-out ledger cleanup before refund, Step 2 — Settle outstanding payments, Managing a Check-out — Step 6 (bookings-detail-transactions-revert-modal-info-banner.png, finance-transactions-bulk-reject-selected-bar.png) | | Payment alert to receivables triage | Pre-cancel payment overdue alert before Step 2 settlement | Common Workflows — Payment alert to receivables triage, Step 2 — Settle outstanding payments, Common Workflows — Cancellation collections before void (notifications-row-navigate-to-booking-detail.png, notifications-row-navigation-flow.mp4) | | Finance debt receivables triage | Pre-cancel rent arrears on Debt Aging before Issue credit notes | Common Workflows — Finance debt receivables triage, Step 2 — Settle outstanding payments, Common Workflows — Cancellation collections before void (finance-overview-income-chart-debt-aging.png, finance-overview-debt-aging-walkthrough-flow.mp4, finance-transactions-pending-pill.png) | | Handling a Late Payment collections | Pre-cancel arrears → collections Steps 1–4 before void on Step 2 | | Finance Income status drill-down | Pre-cancel Income → In debt payment lines vs Top debtors on Step 2 | Common Workflows — Finance Income status drill-down, Step 2 — Settle outstanding payments, Finance debt receivables triage (finance-overview-income-status-in-debt-modal.png, finance-overview-income-drill-down-flow.mp4) | | Cash flow forecast drill-down | Pre-cancel Cash flow forecast confirms payments landed before void on Step 2 | Common Workflows — Cash flow forecast drill-down, Step 2 — Settle outstanding payments, Finance Income status drill-down (finance-overview-cash-flow-all-payments-modal.png, finance-overview-cash-flow-drill-down-flow.mp4) | | Cancellation collections before void | Rent arrears on Payment Plan during Step 2 settlement | Common Workflows — Cancellation collections before void, Step 2 — Settle outstanding payments, Cancelling a Booking — Step 2 (finance-contract-values-in-debt-filter.png, bookings-detail-transactions-approve-payment-modal.png, bookings-cancel-booking-modal-refund-types.png, workflows-cancel-booking-refund-modal-flow.mp4) | | Rent reduction after invoicing | Goodwill repricing blocked below exported rent during settlement | Common Workflows — Rent reduction after invoicing, Step 2b, Glossary — Invoiced floor (rent) (bookings-detail-change-monthly-rent-modal.png, bookings-rent-reduction-invoiced-floor-flow.mp4) | | Same-day turnover coordination | Incoming Upcoming import on freed unit after void (Step 5) | Common Workflows — Same-day turnover coordination, Step 5 — Verify availability is restored, FAQ — Same-day turnovers (operations-add-ticket-modal.png, bookings-timeline-day-week-month-and-sidebar.mp4) | | Occupancy KPI to block hygiene handoff | Availability not restored on Multicalendar after void (Step 5) | Common Workflows — Occupancy KPI to block hygiene handoff, Step 5 — Verify availability is restored, FAQ — Analytics (KPI workspace) (analytics-kpi-occupancy-tab.png, audit-manual-blocks-filter-scroll.mp4) | | Partly collected security deposit | Partly collected deposit before cancellation settlement | Common Workflows — Partly collected security deposit, Step 2, Step 3, Finance — Deposits status summary cards | | Wrong tenant on a booking | Change tenant before cancel when profile link is wrong | Common Workflows — Wrong tenant on a booking, Step 4 — Execute the cancellation action, FAQ — Wrong tenant on a booking (bookings-detail-change-tenant-control.png, bookings-detail-change-tenant-flow.mp4) | | Cancel Booking vs Delete Booking | Real void needs Cancel booking — not soft-archive Delete | Common Workflows — Cancel Booking vs Delete Booking, Step 4 — Execute the cancellation action, FAQ — Cancel Booking vs Delete Booking (bookings-cancel-booking-modal-refund-types.png, bookings-list-canceled-tab.png, workflows-cancel-booking-refund-modal-flow.mp4) | | Portfolio retirement decisions | Real void needs Cancel booking — not Delete Booking | Common Workflows — Portfolio retirement decisions, Step 4 — Execute the cancellation action, FAQ — Portfolio retirement decisions (listings-archived-populated-table.png, finance-transactions-type-summary-cards.png) | | Directory list load failures | Whole Bookings list fails before cancel workflow | Common Workflows — Directory list load failures, Step 4 — Execute the cancellation action, FAQ — Directory list load failures (notifications-module-load-failure.png, audit-manual-blocks-load-failure.png) | | Booking sidebar tab load failures | Settlement needs Payment Plan but Communication failed | Common Workflows — Booking sidebar tab load failures, Step 2 — Settle outstanding payments, FAQ — Communication or Tickets load failure (bookings-detail-communication-tab-whatsapp-thread.png, bookings-detail-tickets-tab.png) | | Confirmation alert triage | Upcoming payment overdue on settlement booking | Common Workflows — Confirmation alert triage, Step 2 — Settle outstanding payments, FAQ — Processing a New Booking hub (notifications-row-navigate-to-booking-detail.png, bookings-detail-transactions-approve-payment-modal.png) | | Portfolio segmentation by tenant category | Cancellation patterns on one segment | Common Workflows — Portfolio segmentation, Bookings — Other filters, Settings > Tenant categories |

Pair with other Cancelling a Booking guide sections

Related below links this workflow to modules, concepts, settings, and escalation paths. Pair Documentation map & escalation with Common Workflows hub — Documentation map & escalation; pair Upstream & downstream workflows with Common Workflows — Workflow cross-reference. Topic-to-section pairing in sections above: Cancelling a Booking section cross-reference. Full hub matrix: Common Workflows section cross-reference.

Documentation map & escalation​

Pair with other Cancelling a Booking guide sections

Documentation-map bullets pair with Introduction — Section cross-reference and FAQ — Section cross-reference. Hub parity: Common Workflows hub — Documentation map & escalation. Full pairing matrix: Cancelling a Booking section cross-reference · Common Workflows section cross-reference.

Upstream & downstream workflows​

Pair with other Cancelling a Booking guide sections

Workflow bullets pair with Common Workflows — Workflow cross-reference for inter-guide step pairing. Full pairing matrix: Cancelling a Booking section cross-reference · Common Workflows section cross-reference.

Navigation & bookmarks​

Pair with other Cancelling a Booking guide sections

Bookmark routes pair with Management Frontend Deep Links and Create New menu. Full pairing matrix: Cancelling a Booking section cross-reference · Common Workflows section cross-reference.

Concepts & settings that shape this workflow​

Pair with other Cancelling a Booking guide sections

Concept and settings bullets pair with Concepts hub subsection index and Concept cross-reference and Account Settings — Tab cross-reference. Full pairing matrix: Cancelling a Booking section cross-reference · Common Workflows section cross-reference.

Bookings, finance & collections surfaces​

Pair with other Cancelling a Booking guide sections

Bookings, finance & collections surfaces bullets pair with the matching topic rows in Cancelling a Booking section cross-reference. Full pairing matrix: Cancelling a Booking section cross-reference · Common Workflows section cross-reference.

Operations, sales & audit surfaces​

Pair with other Cancelling a Booking guide sections

Operations, sales & audit surfaces bullets pair with the matching topic rows in Cancelling a Booking section cross-reference. Full pairing matrix: Cancelling a Booking section cross-reference · Common Workflows section cross-reference.

Deeper workflow reads​

Pair with other Cancelling a Booking guide sections

Concept workflow reads pair with Concepts hub subsection index and Concept cross-reference. Each concept sub-guide reciprocates with [Deeper workflow reads](../workflows/cancelling-a-booking.md#deeper-workflow-reads) anchors on Cancelling a Booking bullets — hub parity: Common Workflows hub — Deeper workflow reads. Full pairing matrix: Cancelling a Booking section cross-reference · Common Workflows section cross-reference.

Deeper API reads​

Pair with other Cancelling a Booking guide sections

API reads pair with API Reference hub subsection index and API guide cross-reference. Hub parity: Common Workflows — Deeper API reads. Full pairing matrix: Cancelling a Booking section cross-reference · Common Workflows section cross-reference.

Lockout catch-up after password recovery​

Pair with other Cancelling a Booking guide sections

Cancellation settlement and alert cleanup delayed by lockout pair with Resetting a Management User Password. Hub parity: Common Workflows — Lockout catch-up after password recovery. Full pairing matrix: cancelling-a-booking-section-cross-reference · Common Workflows section cross-reference.

Pending manual receipt approval​

Pair with other Cancelling a Booking guide sections

Settlement receipts stay pending until Step 2a and Step 6b. Hub parity: Common Workflows — Pending manual receipt approval. Full pairing matrix: cancelling-a-booking-section-cross-reference · Common Workflows section cross-reference.

WhatsApp per-booking messaging​

Pair with other Cancelling a Booking guide sections

Void outreach pairs with Bookings → Communication before Step 4 — Execute the cancellation action — policy voids use Cancel booking, not Delete Booking. Hub parity: Glossary — WhatsApp per-booking messaging hub · Common Workflows — WhatsApp per-booking messaging. Full pairing matrix: cancelling-a-booking-section-cross-reference · Common Workflows section cross-reference.

Bot reasoning (audit)​

Pair with other Cancelling A Booking guide sections

Void outreach bot replies before Step 4 — expand Reasoning under mint Bot bubbles on Bookings → Communication → WhatsApp to audit automated replies before editing ChatBot persona or IF/THEN rules. Hub parity: Glossary — Bot reasoning (audit) hub · Common Workflows — Bot reasoning (audit). Full pairing matrix: cancelling-a-booking-section-cross-reference · Common Workflows section cross-reference.

ChatBot settings​

Pair with other Cancelling A Booking guide sections

Pair Account Settings → ChatBot (Persona, IF/THEN, Status Bot) with thread review on Communication when void outreach bot replies before step 4. Hub parity: Glossary — ChatBot settings hub · Common Workflows — ChatBot settings. Full pairing matrix: cancelling-a-booking-section-cross-reference · Common Workflows section cross-reference.

Utility overage collections​

Pair with other Cancelling a Booking guide sections

Utility overage on a Canceled stay pairs with Step 2 — Settle outstanding payments — collections mesh is Handling a Late Payment — Steps 1–4, not Cancellation collections before void rent arrears. Hub parity: Common Workflows — Utility overage collections. Full pairing matrix: cancelling-a-booking-section-cross-reference · Common Workflows section cross-reference.

Check-out final utilities handoff​

Pair with other Cancelling a Booking guide sections

Utility overage on a Canceled stay during Step 2 — Settle outstanding payments uses Utility overage collections / Handling a Late Payment — Steps 1–4 — not Managing a Check-out — Step 6 deposit mesh. Hub contrast: Common Workflows — Check-out final utilities handoff. Full pairing matrix: cancelling-a-booking-section-cross-reference · Common Workflows section cross-reference.

Notification row-click navigation​

Pair with other Cancelling a Booking guide sections

Pre-cancel payment overdue alerts pair with Notification triage — Step 4 before Step 2 — Settle outstanding payments — hub: Common Workflows — Cancellation collections before void. Hub parity: Common Workflows — Notification row-click navigation. Full pairing matrix: cancelling-a-booking-section-cross-reference · Common Workflows section cross-reference.

Payment notification (operator)​

Pair with other Cancelling a Booking guide sections

Pre-cancel payment overdue alerts pair with Notification triage — Step 4 before Step 2 — Settle outstanding payments — hub: Cancellation collections before void. Hub parity: Common Workflows — Payment notification (operator). Full pairing matrix: cancelling-a-booking-section-cross-reference · Common Workflows section cross-reference.

Payment alert to receivables triage​

Pair with other Cancelling a Booking guide sections

Pre-cancel payment overdue alerts pair with Notification triage — Step 4 before Step 2 — Settle outstanding payments — hub: Common Workflows — Cancellation collections before void. Hub parity: Common Workflows — Payment alert to receivables triage. Full pairing matrix: cancelling-a-booking-section-cross-reference · Common Workflows section cross-reference.

Finance debt receivables triage​

Pair with other Cancelling a Booking guide sections

Pre-cancel rent arrears pair with Step 2 — Settle outstanding payments before Issue credit notes — hub: Common Workflows — Cancellation collections before void. Hub parity: Common Workflows — Finance debt receivables triage. Full pairing matrix: cancelling-a-booking-section-cross-reference · Common Workflows section cross-reference.

Handling a Late Payment collections​

Pair with other Cancelling a Booking guide sections

Pre-cancel rent arrears on Step 2 — Settle outstanding payments pair with Cancellation collections before void → Handling a Late Payment — Steps 1–4 before Step 4 — Execute the cancellation action. Hub parity: Common Workflows — Handling a Late Payment collections hub. Full pairing matrix: cancelling-a-booking-section-cross-reference · Common Workflows section cross-reference.

Dashboard Total Debt subtitle​

Pair with other Cancelling a Booking guide sections

Pre-cancel settlement on Step 2 reduces ongoing underpayment on the Dashboard card — ended stays may still appear on Finance → Overview Total Debt. Hub parity: Common Workflows — Finance debt receivables triage. Full pairing matrix: cancelling-a-booking-section-cross-reference · Common Workflows section cross-reference.

Uncovered Debt KPI​

Pair with other Cancelling a Booking guide sections

Pre-cancel settlement on Step 2 should shrink Total Debt and Uncovered Debt together — when they stay close after settlement, deposit cushions are thin on remaining debtors. Hub parity: Common Workflows — Finance debt receivables triage. Full pairing matrix: cancelling-a-booking-section-cross-reference · Common Workflows section cross-reference.

Finance Income status drill-down​

Pair with other Cancelling a Booking guide sections

Pre-cancel settlement on Step 2 — Income → In debt opens month-scoped payment lines, not a ranked debtor list; use Debt Aging Top debtors for booking-level triage before Issue credit notes. Hub parity: Common Workflows — Finance Income status drill-down. Full pairing matrix: cancelling-a-booking-section-cross-reference · Common Workflows section cross-reference.

Cash flow forecast drill-down​

Pair with other Cancelling a Booking guide sections

Pre-cancel settlement on Step 2 — Cash flow forecast confirms which payments actually landed before void; not rent-due timing on Dashboard. Hub parity: Common Workflows — Cash flow forecast drill-down. Full pairing matrix: cancelling-a-booking-section-cross-reference · Common Workflows section cross-reference.

Reject/revert mistaken receipts​

Pair with other Cancelling a Booking guide sections

Duplicate settlement transfers pair with Payment Allocation — Correcting mistaken receipts. Hub parity: Common Workflows — Reject/revert mistaken receipts. Full pairing matrix: cancelling-a-booking-section-cross-reference · Common Workflows section cross-reference.

Month-end invoicing (fixed date)​

Pair with other Cancelling a Booking guide sections

Month-end Step 6b may overlap Issue allocation — save a fixed Invoice date in Settings → Invoicing before bulk export — pair Bulk Hostkit invoicing on the same amber toolbar banner. Hub parity: Common Workflows — Month-end invoicing (fixed date). Full pairing matrix: cancelling-a-booking-section-cross-reference · Common Workflows section cross-reference.

Bulk Hostkit invoicing​

Pair with other guide sections

Bulk Issue allocation / Invoice selected and Issue credit notes (N) pace Hostkit per listing key — pair Month-end invoicing (fixed date) when every document must share one saved Invoice date. Hub parity: Common Workflows — Bulk Hostkit invoicing. Full pairing matrix: cancelling-a-booking-section-cross-reference · Common Workflows section cross-reference.

Rent reduction after invoicing​

Pair with other Cancelling a Booking guide sections

Goodwill repricing during Step 2b when exported rent lines block schedule edits pairs with Bulk Hostkit invoicing when external credit notes need Issue credit notes (N) — same Hostkit pacing as first-time Issue allocation. Hub parity: Common Workflows — Rent reduction after invoicing. Full pairing matrix: cancelling-a-booking-section-cross-reference · Common Workflows section cross-reference.

Check-in to check-out handoff​

Pair with other Cancelling a Booking guide sections

A policy void on Step 4 — Execute the cancellation action ends the stay in Canceled — not Managing a Check-out — Step 7. When Step 5 — Verify availability is restored frees a unit, the next Upcoming import follows the normal check-in → check-out lifecycle — hub: Common Workflows — Check-in to check-out handoff. Hub contrast: Common Workflows — Check-out vs cancellation. Full pairing matrix: cancelling-a-booking-section-cross-reference · Common Workflows section cross-reference.

Cancellation collections before void​

Pair with other Cancelling a Booking guide sections

Canonical pre-cancel settlement: Step 2 — Settle outstanding payments → Handling a Late Payment — Steps 1–4 before Step 4 — Execute the cancellation action — hub: Common Workflows — Cancellation collections before void. Contrast Check-out collections before refund (completed stay) and Utility overage collections (utility lines). Full pairing matrix: cancelling-a-booking-section-cross-reference · Common Workflows section cross-reference.

Check-out collections before refund​

Pair with other Cancelling a Booking guide sections

Rent arrears on Payment Plan during Step 2 — Settle outstanding payments pair with Handling a Late Payment — Steps 1–4 — hub: Common Workflows — Check-out collections before refund. Contrast Cancellation collections before void (rent mesh on void) and Utility overage collections (utility lines). Full pairing matrix: cancelling-a-booking-section-cross-reference · Common Workflows section cross-reference.

Check-out ledger cleanup before refund​

Pair with other Cancelling a Booking guide sections

Duplicate settlement transfers during Step 2 — Settle outstanding payments (tenant paid once, balance unchanged) pair with Reject/revert mistaken receipts — not rent Cancellation collections before void outreach. Hub parity: Common Workflows — Check-out ledger cleanup before refund. Full pairing matrix: cancelling-a-booking-section-cross-reference · Common Workflows section cross-reference.

Same-day turnover coordination​

Pair with other Cancelling a Booking guide sections

Step 5 — Verify availability is restored when a void frees nights but an Upcoming import already targets the same unit on turnover day — pair hub Common Workflows — Same-day turnover coordination before you rebook without turnover tickets. Full pairing matrix: cancelling-a-booking-section-cross-reference · Common Workflows section cross-reference.

Occupancy KPI to block hygiene handoff​

Pair with other Cancelling a Booking guide sections

Step 5 — Verify availability is restored when Multicalendar still shows mystery blocks after void — pair hub Common Workflows — Occupancy KPI to block hygiene handoff before you lower Sales → Pricing on the freed unit. Full pairing matrix: cancelling-a-booking-section-cross-reference · Common Workflows section cross-reference.

Deposit missing on Finance Deposits​

Pair with other Cancelling a Booking guide sections

Step 3 — Handle the deposit dispute freeze on Finance → Deposits only renders on visible rows — clear the toolbar date range when the cancelled stay ended outside the default ~3 months window. Hub parity: Common Workflows — Deposit missing on Finance Deposits. Full pairing matrix: cancelling-a-booking-section-cross-reference · Common Workflows section cross-reference.

Deposit lifecycle status​

Pair with other Cancelling a Booking guide sections

Step 3 — Handle the deposit settles the security deposit under policy void — lifecycle pill may show Fully Paid, Disputed, or Refunded depending on retention and dispute state. Hub parity: Common Workflows — Deposit lifecycle status. Full pairing matrix: Cancelling A Booking section cross-reference · Common Workflows section cross-reference.

Partly collected security deposit​

Pair with other Cancelling a Booking guide sections

Step 2 — Settle outstanding payments and Step 3 — Handle the deposit must account for deposits that were only partly collected — Paid above zero but below Amount. Hub parity: Common Workflows — Partly collected security deposit. Full pairing matrix: cancelling-a-booking-section-cross-reference · Common Workflows section cross-reference.

Wrong tenant on a booking​

Pair with other Cancelling a Booking guide sections

When the stay is still Upcoming with the wrong tenant profile but otherwise valid, use Change tenant on Contract Info before Step 4 — Execute the cancellation action — not Cancel booking or Delete Booking. Hub parity: Common Workflows — Wrong tenant on a booking. Full pairing matrix: cancelling-a-booking-section-cross-reference · Common Workflows section cross-reference.

Cancel Booking vs Delete Booking​

Pair with other Cancelling a Booking guide sections

This workflow runs Cancel booking on Step 4 — Execute the cancellation action with refund-type dialogs — contrast Delete Booking (soft-archive without settlement) used for mistaken or test rows. Hub parity: Common Workflows — Cancel Booking vs Delete Booking. Full pairing matrix: cancelling-a-booking-section-cross-reference · Common Workflows section cross-reference.

Portfolio retirement decisions​

Pair with other Cancelling a Booking guide sections

This workflow uses Cancel booking on Step 4 — Execute the cancellation action — not Delete Booking for real voids that need refund-type dialogs and full ledger history. Building sunsetting is Archive property — a third scope. Hub parity: Common Workflows — Portfolio retirement decisions. Full pairing matrix: cancelling-a-booking-section-cross-reference · Common Workflows section cross-reference.

Walkthrough: building Archive vs reservation Cancel booking refund dialog vs Delete Booking confirm — this workflow uses Cancel booking for real voids (clip closes without confirming).

Provider platform Delete Booking guard​

Pair with other Cancelling a Booking guide sections

This workflow uses Cancel booking on Step 4 — Execute the cancellation action — not Delete Booking. When you must soft-archive a mistaken row elsewhere, clear provider platform in-payment before Delete (#2076). Hub parity: Common Workflows — Provider platform Delete Booking guard. Full pairing matrix: cancelling-a-booking-section-cross-reference · Common Workflows section cross-reference.

Archived booking ledger visibility​

Pair with other Cancelling a Booking guide sections

This workflow uses Cancel booking on Step 4 — Execute the cancellation action — not Delete Booking when Manual Transactions must stay on Finance → Transactions (#1897). When soft-archiving mistaken rows elsewhere, expect manual/provider_platform rows to hide after Delete. Hub parity: Common Workflows — Archived booking ledger visibility. Full pairing matrix: cancelling-a-booking-section-cross-reference · Common Workflows section cross-reference.

Archive property (building-level)​

Pair with other Cancelling a Booking guide sections

Policy voids on Step 5 — Verify availability is restored use Cancel booking — building sunsetting uses Archive property on Listings → Portfolio, not Delete Booking on every reservation. Hub parity: Common Workflows — Archive property (building-level). Full pairing matrix: cancelling-a-booking-section-cross-reference · Common Workflows section cross-reference.

Directory list load failures​

Pair with other Cancelling a Booking guide sections

When the whole Bookings list shows Failed to load bookings. Please try again., use the list-card Retry before you open a reservation for Step 4 — Execute the cancellation action — tab-scoped Communication Refresh inside an already-open booking is a different recovery path. Hub parity: Common Workflows — Directory list load failures · Glossary — Directory list load failures hub. Full pairing matrix: cancelling-a-booking-section-cross-reference · Common Workflows section cross-reference.

Booking sidebar tab load failures​

Pair with other Cancelling a Booking guide sections

Settlement review on Step 2 — Settle outstanding payments may need Payment Plan while Communication shows Could not load messages — switch tabs; Payment Plan often still loads. Tab Refresh is not whole-module Bookings list Retry. Hub parity: Glossary — Booking sidebar tab load failures hub · Common Workflows — Booking sidebar tab load failures. Full pairing matrix: cancelling-a-booking-section-cross-reference · Common Workflows section cross-reference.

Confirmation to check-in handoff​

Pair with other Cancelling a Booking guide sections

When a voided stay was still Upcoming with imminent move-in, contrast finishing Processing a New Booking — Step 6 portal gates vs proceeding to Step 4 — Execute the cancellation action — handoff to Managing a Check-in does not apply after a policy Cancel booking. Pre-cancel Upcoming payment overdue on Step 2 pairs with Confirmation alert triage. Hub parity: Common Workflows — Confirmation to check-in handoff. Full pairing matrix: cancelling-a-booking-section-cross-reference · Common Workflows section cross-reference.

Confirmation alert triage​

Pair with other Cancelling a Booking guide sections

Pre-cancel settlement on Step 2 — Settle outstanding payments may surface Upcoming payment overdue alerts — row-click via Notification triage — Step 4, confirm Payment Plan on the opened booking, then continue void prep on Step 4. Hub: Cancellation collections before void. Hub parity: Common Workflows — Confirmation alert triage. Full pairing matrix: cancelling-a-booking-section-cross-reference · Common Workflows section cross-reference.

Portfolio segmentation by tenant category​

Pair with other Cancelling a Booking guide sections

Cancellation patterns on one tenant segment pair with Step 2 — Settle outstanding payments — add Tenant category on Bookings → Other filters and Finance → Other filters when settlement backlog clusters on corporate or short-stay cohorts. Hub parity: Common Workflows — Portfolio segmentation by tenant category. Full pairing matrix: cancelling-a-booking-section-cross-reference · Common Workflows section cross-reference.

Key glossary terms​

Pair with other Cancelling a Booking guide sections

Glossary rows pair with Glossary cluster cross-reference. Full pairing matrix: Cancelling a Booking section cross-reference · Common Workflows section cross-reference.

Module documentation hubs​

Pair with other Cancelling a Booking guide sections

Module hub bullets pair with Modules — Module cross-reference. Full pairing matrix: Cancelling a Booking section cross-reference · Common Workflows section cross-reference.