When faced with a Cancellation due to weather
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When faced with a cancellation due to weather and you company has a nonrefundable deposit, our client has up to a year to reschedule their booking utilizing the same deposit. Is it better to “Cancel” the booking, or is it better to move it to “hold”, unless there is a better option?
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Maybe this will help you to make that decision, here is what the lead statues mean.
The following list of definitions defines the intended use and state of the statuses by default, they can be customized and edited, in which case they would not match up with the following.
Cancelled = Lead was in higher status but was cancelled. Only you can put your customers in and out of cancelled status. If a payment was made to the lead and you put your customers into Cancelled status, you can issue a refund, or issue a gift card. For more information on how to issue a gift card, please see this article.
Partial = Partial status indicates that you don't have a full quote, just some basic information; typically your customers name, phone number, email address, and what they were looking for. Usually customers in the partial status, are because quotes have been abandoned.
Quote = Just a price quote, no inventory is reserved. By default, the software will automatically place your customers into quote status when you manually create a lead.
Hold = Inventory in this lead is being reserved. You will have to manually place your customers in and out of this status.
Contracted = Being in contracted status, this is indicating the contract has been created for the upcoming event. Keep in mind, in order to send the contract to your customer from the software, they will have to be in Contracted status. By default, inventory in this lead is being reserved.
Confirmed = Confirmed status indicates the contract has been signed and the required deposit has been paid. The criteria has to be met for both in order for your customers to be in this status. Inventory in this lead is being reserved.
Complete = Complete status is indicating the event has taken place and is over. The status will automatically move into Complete status in the middle of the night.
With the default settings, the system will automatically upgrade a customer created lead from Partial -> Quote -> Contracted, Contracted -> Confirmed, and Confirmed -> Complete when the appropriate conditions are met. You can also manually change the status of a lead if you want to. Each status has a particular color associated with it, and you’ll see the leads highlighted with that color on parts of the site so you can easily tell see their status.
Maybe this will help you to make that decision, here is what the lead statues mean.
The following list of definitions defines the intended use and state of the statuses by default, they can be customized and edited, in which case they would not match up with the following.
Cancelled = Lead was in higher status but was cancelled. Only you can put your customers in and out of cancelled status. If a payment was made to the lead and you put your customers into Cancelled status, you can issue a refund, or issue a gift card. For more information on how to issue a gift card, please see this article.
Partial = Partial status indicates that you don't have a full quote, just some basic information; typically your customers name, phone number, email address, and what they were looking for. Usually customers in the partial status, are because quotes have been abandoned.
Quote = Just a price quote, no inventory is reserved. By default, the software will automatically place your customers into quote status when you manually create a lead.
Hold = Inventory in this lead is being reserved. You will have to manually place your customers in and out of this status.
Contracted = Being in contracted status, this is indicating the contract has been created for the upcoming event. Keep in mind, in order to send the contract to your customer from the software, they will have to be in Contracted status. By default, inventory in this lead is being reserved.
Confirmed = Confirmed status indicates the contract has been signed and the required deposit has been paid. The criteria has to be met for both in order for your customers to be in this status. Inventory in this lead is being reserved.
Complete = Complete status is indicating the event has taken place and is over. The status will automatically move into Complete status in the middle of the night.
With the default settings, the system will automatically upgrade a customer created lead from Partial -> Quote -> Contracted, Contracted -> Confirmed, and Confirmed -> Complete when the appropriate conditions are met. You can also manually change the status of a lead if you want to. Each status has a particular color associated with it, and you’ll see the leads highlighted with that color on parts of the site so you can easily tell see their status.
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