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Flow from Open Ticket to Closed Ticket

This article will describe how transactions move from open tickets to closed tickets in a variety of scenarios. 

Scenarios Appointment Status Ticket Status Report
Service completed > ticket closed  Completed Closed Closed Tickets and any other report that displays service revenue
Appointment Cancelled - no payment needed because it was cancelled on time
Booked in-store and cancelled in-store Cancelled No Ticket Cancellations / No-Shows Report
Booked in-store and cancelled online Cancelled No Ticket Cancellations / No-Shows Report
Booked online and cancelled online Cancelled Void Void & Refund Report
Cancellations / No-Shows Report
Booked online and cancelled in-store Cancelled Void Void & Refund Report
Cancellations / No-Shows Report
Late Cancellation - payment successful

Booked in-store and cancelled in-store Cancelled Closed Closed Tickets
Cancellations / No-Shows Report
Any report that shows cancellation fees
Booked in-store and cancelled online Cancelled Closed Closed Tickets
Cancellations / No-Shows Report
Any report that shows cancellation fees
Booked online and cancelled online
Cancelled
Void (Original ticket) Void & Refund Report
Closed (Cancellation Fee) Closed Tickets
Cancellations / No-Shows Report
Any report that shows cancellation fees
Booked online and cancelled in-store
Cancelled
Void (Original ticket) Void & Refund Report
Closed (Cancellation Fee) Closed Tickets
Cancellations / No-Shows Report
Any report that shows cancellation fees
No Show - payment successful
Booked in-store No Show Closed Closed Tickets (any other report that displays service revenue)

Cancellations / No-Shows Report
Booked online
No Show
Void (Original ticket) Void & Refund Report
Closed (Cancellation Fee) Closed Tickets
Cancellations / No-Shows Report
Any report that shows cancellation fees such as the Daily Revenue report
No-Show - payment was not taken for the cancellation fee
Booked in-store No Show No Ticket Cancellations / No-Shows Report
Booked online No Show Void Void & Refund Report
Cancellations / No-Shows Report
Product/gift card/package/membership purchase N/A Closed Closed Tickets and any other report that displays Product/gift card/package/membership revenue
Product/gift card/package/membership refunded N/A Closed

Closed Tickets

Void & Refund 

Any other report that displays Product/gift card/package/membership revenue

Monthly Membership payment - payment successful
N/A
N/A Closed - Batched Membership Payments Report
Closed Tickets and any other report that displays membership revenue
Monthly Membership payment - payment failed
N/A
N/A Void  Membership Payments Report
Void & Refund Report
 

 

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