Order actions
Last updated: September 22, 2025
Once an order has been created, you may need to make additional changes such as adding a booking, adding or refunding payment, or sending a confirmation email. When viewing the order overview, these options are listed under Order actions.
Learn more about each of these options below.
Add new booking to order
Once an order has been created, you can add a new booking directly from the order overview using the Add new booking to order option.
Add the new booking just like you would when creating a new order. After completing the book form, the new booking will be automatically added to the order.
Move existing booking to order
Note: This option won’t be available unless there’s at least one additional booking for the contact that is not added to an order.
You can move one or more existing bookings into an order, as long as the bookings have been made for the same contact. (Bookings for the same contact must be created using the New booking for contact option.)
Clicking the Move existing booking to order button will take you to the Manage orders tool, where you can manage the contact’s bookings and orders. Learn how to use the ‘Manage orders’ tool.
Cancel bookings
You can cancel one, several, or all bookings in an order.
Click the Cancel bookings button and select the bookings you want to cancel. You have the option to issue a full or partial refund for any payments made on the selected bookings. You may also send a cancellation email to the customer, if needed.
Note: When all bookings in an order have been cancelled and fully refunded, they will no longer be counted in the order total. This means you’ll see a booking total of $0 that is marked “Paid in Full.”
Add payment
This option is only visible if the total amount of the booking is underpaid. When there is still payment due for an order, you’ll see the Add payment option along with the amount owed.
Adding a payment for an order is similar to filling out the payment section on a booking. You will be given the option to select a partial or full payment, and the method by which the customer is paying. If the customer is paying with a gift card, go to the Redeem tab and enter the gift card number.
Refund
When you click the Refund button, you’ll see a list of all payments associated with the order, organized by booking. For each payment, you can issue a full or partial refund. Verify that the refund amount is correct, then click the Refund button.
Full refunds
To completely refund all payment associated with an order, select the Full refund option for every payment.
Partial refunds
When issuing partial refunds, take note of each payment type and make sure you’re refunding the correct payment(s). For example, if the customer paid with both a gift card and credit card, make sure you know which payment method you want to refund, select Partial refund, and enter the refund amount in the box.
Send email
You can send an email to a customer straight from their order, using the email address on file. If an email address hasn’t been entered, you may enter one manually.
All emails will automatically include a summary of the order and its related bookings. You can further personalize an email with a note or canned message. Preview the email before sending by clicking Preview email.
Note: The types of emails available will depend on the order. For example, “receipt” emails are only available when a payment has been made on the order.
Print receipt
There are several different options available when you click the Print receipt button on an order.
Order receipt: Prints a receipt of the entire order and its payments.
Payment receipt: Prints a receipt for a specific payment (for example, $21.65 charge to Visa 4242).
Print this page: Prints a copy of the order overview (what you see when looking at the order in the Dashboard).
Customer confirmation page: Prints a copy of the customer’s confirmation page, which includes booking and payment information, cancellation notes, and ticket/waiver links (if applicable).
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You can only move existing bookings into an order if the bookings have been made for the same contact. In other words, bookings need to have been plus booked using the “New booking for contact” option. Otherwise, the system cannot tie the bookings to the same customer. More information can be found in the Order FAQs.
(Note: We don’t use the term “plus book” anywhere in client-facing documentation is because it’s not actually anywhere in the Dashboard. Please exercise caution using internal jargon with clients!)