Cancel or correct an event, release unused places, prepare refunds and reconcile every recorded action.
Lead Planner reads the event with its reservations, review decisions and receipts and separates what has already happened from what has not.
Unused reservations are released. Admitted history stays on the event.
Finance Coordinator prepares refunds only against verified captures, with the original payment reference.
Planning Director reviews the cancellation or correction and approves any refund before it is sent.
The event is marked Cancelled, or the corrected version continues.
Finance Coordinator compares Pending and Failed receipts with the provider's evidence and marks each Completed or needs review with the discrepancy.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.