Product documentation

Editing or Cancelling a Booking

Purpose: Use this article to understand what can be changed on a booking, when changes are allowed, and what to do when edits or cancellation are restricted.

Purpose: Use this article to understand what can be changed on a booking, when changes are allowed, and what to do when edits or cancellation are restricted.

For the broader booking workflow, see Managing Bookings. For status behavior, see Managing Booking Status.

Editing a booking

In most setups, you can edit booking details before the booking starts. What you can change depends on permissions, timing, and linked records such as invoices or attendance.

  • Edit booking details such as dates, attendees, pricing, or resources when the booking is still in progress and not financially locked.
  • If you do not see an edit option, check your role permissions.
  • If changes do not save, confirm the booking is not locked by invoices or attendance tracking.

Cancelling a booking

Cancelling a booking prevents it from taking place as planned. Depending on your setup, cancellation may keep related records such as financial history.

  • Cancellation may be restricted if invoices are unpaid or locked.
  • Cancellation may be restricted if attendance tracking has begun.
  • Some bookings may require a cancel-and-recreate approach depending on timing and configuration.

Edge cases and exceptions

Invoice locks can restrict edits and cancellation

  • If a linked invoice is locked, important booking fields may become read-only.
  • If cancellation is blocked, resolve the invoice state first according to your organization’s finance process.

Attendance tracking can restrict changes

  • If attendance tracking has started, changing dates, times, or core booking details may be restricted.
  • If you need to correct a booking after attendance has begun, follow your organization’s process, such as creating a replacement booking or correcting attendance records first.

Legacy-created bookings may behave differently

  • Bookings created through legacy flows, such as from a Sales Opportunity, may enforce stricter locking after confirmation.
  • Status changes and editability may depend on linked legacy records in addition to booking actions.

When something does not look right

  • If you cannot edit a booking, check timing, permissions, invoice state, and attendance state.
  • If you cannot cancel a booking, check invoice locks and whether attendance has begun.

If the problem is broader than editing or cancellation, continue with the relevant article: