Removing Delegates from an In-company/private training Booking (no refund process)

This guide explains how to remove delegates from an in-company (private) booking where pricing is fixed and no refund is required.

When to Use This

Use this when:

• A delegate is no longer attending a private/in-company course

• The booking is charged at a fixed rate (day rate)

• No price adjustment or refund is needed

Important to Know

• The schedule must have Charge per Delegate = OFF

• Removing delegates will not change the booking price

• No refund or credit note is required

Steps to Remove a Delegate

1. Log in as an admin

2. Navigate to Bookings

3. Search and open the relevant booking

Remove the Delegate

4. Locate the delegate list within the booking

5. Click Remove beside the delegate name

6. Confirm the removal in the pop-up

7. Click Save

What Happens Next

• The delegate is removed from the booking

• The booking updates are saved

• The total price remains unchanged

Important (Emails & Notifications)

• Removing a delegate does not trigger any emails

• If needed, you must manually notify the delegate or organisation

• To resend booking confirmations to remaining delegates, use Run Automation

Outcome

• Delegate is successfully removed

• Booking remains active

• Pricing remains fixed (no refund applied)

Recommended Tips

• Always confirm with the organisation before removing delegates

• Keep delegate lists up to date before the course start date

• Use this process only for in-company bookings (fixed fee structure)

This process ensures accurate attendee records without impacting pricing or requiring additional financial adjustments.