Handling booking changes and cancellations manually across multiple systems is time-consuming and error-prone. Staff spend hours searching for records, contacting suppliers, and manually updating systems, while customers wait days for resolution.
Automation captures change requests, retrieves booking details instantly, calculates refunds accurately, and notifies customers within minutes. The process runs with minimal human oversight, reducing errors and freeing the team to focus on complex customer issues.
The full workflow, from trigger to completion.
A customer change or cancellation request arrives via email. The automation platform monitors the inbox and captures the request with customer and booking details.
The automation reads the request and extracts the customer name, booking reference, and type of change needed. It searches the booking system and retrieves the full booking record.
The automation drafts a supplier change request with all relevant booking and customer information, formatted according to the supplier's requirements.
The prepared request is sent to the supplier's email address automatically. The system logs the request timestamp and supplier contact details.
The automation retrieves the booking price, applies the cancellation policy, and calculates the refund amount including tax and fee adjustments. The result is logged.
The booking record is automatically updated in the booking system and to reflect the pending change or cancellation status.
An automated email is sent to the customer confirming the request has been received and providing the expected refund amount and timeline.
A summary message is posted to the customer service channel with the booking reference, change type, and refund amount for team visibility and tracking.
No credit card, no commitment. Map your process and walk away with a full build plan.
A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.
Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.
Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.
Other high-impact processes teams commonly map alongside this one.
Everything you need to know before mapping this process.
Map this to your business to get your exact numbers.
Map This AutomationNo credit card required — it's free.