Managing customer reservations effectively is key to running a smooth and organized class schedule.
This article will guide you through the steps to delete reservations in Punchpass, including those paid for with passes, tickets, or standing reservations.
You will also learn how to handle ticket management and bulk deletion when necessary.
Deleting Reservations Paid with Passes
Note: If the class reservation was paid for by a ticket, you'll want to see our guide below!
From the class details page, click on the three-dot icon next to the customer name and press the trash can icon to delete the reservation.
From the customer account, for upcoming classes, scroll down to the Reservations in Upcoming Classes, click the three-dot icon next to the class and select the option to Delete Reservation.
Deleting Ticketed Reservations (Not a Series)
You have a couple of options to delete a reservation paid for by ticket depending on the circumstances.
1. You can delete all the reservations and delete all tickets, automatically refunding those paid online with Stripe.
2. If you'd prefer not to refund each ticket, you'll manage the ticket on each customer account and then you can delete the reservations.
3. Mark attendance as a No-Shows to delete the active reservation, free a spot from the waitlist, and charge the customer.
Deleting Multiple Ticketed Reservations
Before deleting all class reservations, we recommend emailing your students to let them know class will be canceled as they're not automatically notified.
From the class details page, select the Delete All Reservations option.
Automatically Refund Stripe-Paid Tickets when Deleting All Reservations
Pressing the Delete All Reservations option will delete all the class reservations, as well as automatically refund and delete those tickets paid by Stripe.
If the class is part of a Series, and the customer was registered for the entire series when deleting all of the reservations for a class, all of the reservations are deleted, but the ticket will NOT be refunded. The ticket remains available to use for the other classes in the series.
A pop-up window will ask you to confirm that you'd like to delete all the reservations.
The reservations have now been deleted. For any tickets paid by cash, or something other than with Stripe, click on the customer account, you'll process the refund through the method the customer paid, and then delete the ticket.
Deleting Ticketed Reservations Without Issuing a Refund
In a quick two step process, you'll visit each customer account to address each ticket and then you can delete the customer reservations.
Step 1. Address the Ticket (No Refund) Before You Delete All the Reservations
From the customer account, click on the ticket to open the pass details page. How you manage the tickets will depend on the payment method.
For Stripe-paid tickets: From the Actions dropdown, select Delete Ticket (No Refund).
If the ticket was paid with something other than Stripe: You can delete the ticket in Punchpass. No notification will be sent to the customer when deleting a ticket.
Step 2. After Managing the Ticket (No Refund), Delete All the Reservations
Once the tickets have been addressed, you can then delete all of the reservations for the class. From the class page, click on the Actions dropdown and select Delete All Reservations or individually delete each reservation.
Marking Attendances as a No Show
Marking the attendance as a No Show will take the customer off the Waiting to Attend list (canceling and deleting their reservation) and debit the attendance from the ticket without refunding it.
No Show attendances appear as:
Deleting a Standing Reservation
If a customer has a standing reservation for a class, you can delete that by visiting the customer's account or by navigating directly to the Standing Reservations Report and pressing Delete.
When you delete a customer's reservation be sure to let your customers know that their reservations have been changed. They are not notified automatically.
Bulk Deleting Reservations
You can remove many reservations at once by going to Reports, then Pending/Upcoming Reservations.
When deleting reservations in bulk, your customers are NOT notified automatically.
To delete the reservations in bulk
Use the Date Range functionality to select the range you want,
Select the reservations you'd like to delete,
And then press the Actions dropdown and select Delete Selected Reservations.
Deleting Ticketed Series Reservations
Deleting a reservation in a ticketed series works is a two-step process where you'll manage the customer's ticket and then you can remove their reservation from the Series.
1. Manage the Ticket
You'll find the link to manage a series ticket in a couple of places in Punchpass: the customer account, on a details page for one of the classes, and on the series overview page.
Depending on how the ticket was paid, you'll either delete the ticket (no refund) or refund the ticket.
For guidance on refunding a ticket, please see this article.
2. Once the ticket has been addressed, you can remove the series reservation.
There are two ways to do this, from the customer account, where you're able to remove them from all classes in the series, or you can remove each reservation individually by visiting each of the class pages.
From the customer account: In the Overview tab, scroll down to the Series Reservations section, click on the Actions menu, and select Remove From Series. This removes the customer from all classes.
From a class page: Click on the three-dot icon next to the customer name and select the trashcan icon to remove the reservation. Repeat for each class.
Deleting Series Reservations Paid with Passes
When a series has a pass linked to it for payment, you can delete a reservation for all the classes in the series from the customer account or from the series overview page.
To remove the customer from individual classes, navigate to the specific class page.
From the customer account: In the Overview tab, scroll down to the Series Reservations section, click on the Actions menu, and select Remove From Series. This removes the customer from all classes.
From the series overview page: Scroll down to the Registered Customers section and select the option to Delete Reservations. The customer is removed from all of the classes in the series.
From a class page: Click on the three-dot icon next to the customer name and select the trashcan icon to remove the reservation. Repeat for each class.