Business owner: notify ops of non‑refunded cancellations
Business owner: notify ops of non‑refunded cancellations
Business owners miss non-refunded cancellations in records, creating unreviewed exceptions and account errors. This workflow alerts operations owner and creates review tasks so staff resolve exceptions and update records.
Overview
Missed non‑refunded cancellations create unreviewed exceptions and accounting headaches for operations. This workflow routes every non‑refunded cancellation to the operations owner and spins up a review task so staff resolve issues and update records, preventing missed follow-ups and leaving a clear audit trail.
Notable Features
- Alert operations owner on exception
- Create review task for staff
- Log cancellation details for audit