Set Up a Cancellation Policy

Overview

Flex allows you to set up rules for cancelled bookings and apply different rules to different Resource Rates. Click here to learn more.

Step-By-Step Guide

1. Log into the Flex Admin Portal.

2. Navigate to Settings/Platform Modules/Calendar & Bookings.

3. Scroll down to the Booking Cancellation Policies section and click on Add Policy.

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6. Fill out the details and settings:

 - Enter a name for the policy.

- Active & Non-Active Member Conditions. A policy can apply different conditions and fees for active and non-active members. By default, a policy will use the same set of conditions for both. If you'd like to set up different conditions, de-select the Same as Active Member Conditions checkbox under the Non-Active Member Conditions section to define different condition steps.

- Condition steps. A policy can have multiple condition steps. Each step has two fields:

  • Hours - set the number of hours in advance a member must cancel their meeting to adhere to the condition. For intermediate steps, the Hours value you apply must be aligned with the hours from the previous steps.
  • Cancellation Fee - set the percentage of a booking's fee that a member must pay if they cancel their booking when adhering to the condition in this step.

- Add & Remove Steps. To add a step, click the Add Step button. To remove a step, click the Delete button.

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7. Click Add to create the policy.

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