Common workflows
Cancel and rebook a rental
When a renter moves their event to a different day or room, you cancel the old booking and create a new one. There's no one-click reschedule. Both steps are quick, and the calendar frees the old time the moment you cancel, so nothing sits blocked.
Cancel the existing booking
Open the booking from the Planner and choose Cancel booking.
Pick what should happen to any balance: Cancel only, Cancel and waive the remaining balance, or Cancel and retain the deposit.
Waiving a balance needs the payments permission, so a manager or admin handles that one.
Add a Reason and, if you'd like, switch on Notify renter by email.
The reason is staff-only. It is saved with the booking and in the audit log, and it is not included in the email. The email is off unless you turn it on, and only sends when there is an email address on file.
Choose Confirm cancellation.
The booking now reads Cancelled and its time opens up right away, so you can reuse that same slot for the new booking if that is what the renter wants.
Book the new time
On the Planner, choose New booking, or click the empty slot you want, which fills in the resource and time for you. Pick the renter, confirm the resource and the new date or start and end time, handle payment, and choose Create booking.
If the new time is taken
NestPoint checks the resource as you set the time. If it overlaps another booking or a staff blackout, the booking will not save and you'll see a message like “This time conflicts with another booking. Pick another time, or override with a reason below.” Staff who manage rentals can book over a blackout by typing a reason. Booking over another booking needs a reason too, and it has to be allowed in your rentals settings.