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CANCELATIONS REPORT

This workflow is used to track reservation cancellations, identifying the causes and categorizing them in order to find areas for improvement in processes and minimize the causes that are within the company’s control.

Last Update: Abril 2026
Revised by: Johanna García G.

Objetive

  • To standardize a cancellation review process for the Guest Experience team”
  • To establish action plans for cancellation causes and increase the percentage of sustainable sales
  • To keep track of the reasons for reservation cancellations

To access the view in the CRM, go to Reservation / Booking Canceled Board

Situation Map

What is a situation

  • The following is the standardization of the reservation shortening/cancellation process to ensure that the information is clear, accurate, and timely from all departments involved.

Procedure Line

1. The front desk agent receives information that the guest wants to shorten/cancel their stay and/or has already left the unit. The manager/concierge must create a maintenance ticket in the CRM so that the Maintenance and Cleaning Department can manage the unit inspection.

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  • Tiket Type: Mantenance and Cleaning
  • Tag: Shortering/Canceled.
  • Priority: Should be Urgent.
  • Status: Starts as Pending.

The note for this ticket must contain the entirety of the guest's complaints clearly and in detail.

 

 

 

 


 

It is mandatory to request and confirm the unit inspection..

2. Upon receiving the ticket, the maintenance and cleaning department must send the field host, handyman, or cleaner (whichever is immediately available) to check if the guests have already left the unit.

3. Once the unit has been inspected, the maintenance and cleaning department—if necessary—must send someone to clean it and confirm in the ticket that it is ready to be sold again.

4. After the maintenance and cleaning department has confirmed in the ticket that the guests have left and the unit is clean, the front desk manager/concierge must create a listing ticket with the tag 'Shortening/Canceled.'

5. Finally, the revenue-listing department receives the 'Shortening/Canceled' ticket and must manage the shortening or cancellation of the reservation to reopen the calendar.

6. Refund – Refund Platform

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