When Clients Change Their Mind

Last updated May 30, 2026

When Clients Change Their Mind

Clients switch hotels. They drop an excursion. They upgrade from a balcony to a suite three days before sailing. Instead of deleting the old booking (which wipes its commission entry and breaks your audit trail), JourneyFuse lets you cancel or replace bookings while keeping the full history.

The Two Cases

SituationWhat to doWhat happens
Client switched to a different booking (different hotel, upgraded cabin, etc.)ReplaceOld booking moves to history; payments and commission carry over to the new booking automatically.
Client dropped the booking with no replacementCancelOld booking moves to history; payments and commission stay on the old record so you can handle refunds/clawbacks in the commission tab.

Neither action deletes anything. Both are reversible via Restore.

How to Replace a Booking

  1. Add the replacement booking first (the new hotel, the upgraded cabin — whatever the client switched to).
  2. Open the trip's Bookings tab.
  3. On the old booking's row, click the menu → Cancel / Replace…
  4. In the dialog, pick the new booking from the Replaced by dropdown.
  5. (Optional) Add a reason — "Client upgraded to ocean view," "Price dropped at Marriott," etc.
  6. Click Replace booking.

JourneyFuse then:

  • Marks the old booking as Replaced and tucks it into Previous / cancelled bookings at the bottom of the Bookings tab
  • Re-points every payment that was linked to the old booking to the new one
  • Re-points the active commission entry to the new booking (if the supplier is the same). If the supplier changed, the old commission entry is marked Written off and you'll create a fresh one on the new booking.
  • Swaps the old booking's itinerary blocks over to the new booking when the types match (hotel → hotel, cruise → cruise, etc.). The block's title and details refresh automatically. If the replacement is a different type (say, hotel → resort), the block is detached and you can decide what to do with it.

How to Cancel a Booking

  1. On the booking's row, click Cancel / Replace…
  2. Leave Replaced by set to Nothing — just cancel.
  3. Add a reason if helpful.
  4. Click Cancel booking.

The booking moves to the history section. Payments and commission stay on it untouched — if you need to refund or claw back, do it in the Commissions tab on the old booking's commission entry.

Restoring a Booking

Made a mistake? Expand Previous / cancelled bookings at the bottom of the tab and click Restore on the row. The booking pops back into the active list.

Note: If you restore a booking that was replaced, the replacement must be cancelled first. JourneyFuse won't let you have two "active" versions of the same booking.

Deleting a Booking

Cancelling and replacing are almost always the better move because they keep your history intact. But when a booking was a mistake (a duplicate, a test entry, the wrong supplier picked by accident), you can remove it for good with the Delete button in the booking detail view.

Deleting also clears any commission attached to the booking, as long as that commission has no real value yet:

Commission stateDelete behavior
Estimated, outstanding, or written-off (including the $0 entry left behind after a cancellation)Deleted along with the booking in one step.
Reconciled or already paid out to an agentBlocked. Reverse the reconciliation or payout first in the Commissions tab, then delete.

So if you cancelled a booking and now want it gone entirely, you can delete it directly. The written-off commission that the cancellation left behind goes with it. There's no need to hunt down and remove the commission entry first.

Heads up: Deleting is permanent and not reversible the way Restore is. If you might want the record back, cancel instead.

What Stays Visible

Cancelled and superseded bookings live in a collapsed section at the bottom of the Bookings tab. Each row shows:

  • Replaced / Cancelled status pill
  • Supplier name (struck through)
  • For superseded: an arrow showing which booking replaced it
  • The reason you entered, if any

The commissions tab still lists them so you can see the full financial history of the trip.

FAQ

Will a cancelled booking show up on the client's proposal or itinerary? No. Cancelled and superseded bookings are filtered out of the active itinerary, timeline, and the "X confirmed of Y bookings" counter.

What about invoices already sent? Invoices are independent. If payments on the old booking were already invoiced, those invoices keep their original amounts — the client has already paid you. The replacement just re-labels where that payment belongs for commission purposes.

Can I delete a booking permanently? Yes. The Delete button in the booking detail view removes the booking and clears any estimated, outstanding, or written-off commission attached to it (including the $0 entry left behind after a cancellation). The only thing that blocks a delete is a commission that has already been reconciled or paid out to an agent — reverse that first. See Deleting a Booking above. When in doubt, cancel instead so you keep the history.