Overview

This module covers how to cancel a full booking or an individual dispatch in OpsDriver. It also explains how cancellations impact pricing, vehicle/driver assignments, and system reporting—and how to restore cancelled items if needed.

1. Purpose of Booking & Dispatch Cancellation

Use this functionality when:

• A customer cancels their trip

• Only part of a multi-route trip needs to be canceled

• You want to preserve system accuracy by clearing financial and assignment data

2. Cancelling an Entire Booking

Step-by-Step Instructions:

1. Go to the Bookings tab.

2. Select the booking you want to cancel.

3. Click the Cancel Booking button in the top-right corner.

4. Review the confirmation message:

   • All dispatch assignments will be cancelled

   • Driver and vehicle assignments will be removed

   • All prices and add-ons will be set to zero

5. Choose whether to send a cancellation email to the customer.

6. Click Yes to confirm.

Note: This action will zero out values for reporting clarity but retain the booking record in the system.

3. Restoring a Cancelled Booking

If you need to reverse a cancellation:

• Click Restore Booking on the cancelled booking screen

• All dispatches, pricing, vehicles, and drivers will be reinstated

4. Cancelling a Single Dispatch (Not the Full Booking)

Use Case:

When a booking has multiple routes or dispatches and only one needs to be cancelled.

Instructions:

1. Go to the Dispatch Main Report.

2. Locate the dispatch you want to cancel.

3. Click into the dispatch to open its details.

4. Click Cancel Dispatch.

5. Confirm the cancellation:

   • Driver and vehicle assignments will be cleared

   • Pricing for this dispatch will be zeroed out

6. Click Yes to finalize.

Note: This will not affect other dispatches or the overall booking.

5. Restoring a Cancelled Dispatch

To undo a dispatch cancellation:

• Click the green Restore Dispatch button on the dispatch screen

• All related data (pricing, vehicles, drivers) will be restored

Best Practices

• Always double-check whether you need to cancel the entire booking or just one dispatch

• Use cancellation emails to notify customers and maintain transparency

• Utilize the restore functions when cancellations are made in error