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Add a Cancellation Code and Reason

Adding a Cancellation Code and Reason.

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Written by Gemma Langley
Updated over 3 weeks ago

You can create a cancellation code and reason with the choice to save and create a letter template immediately, or to save the code and reason and create the letter templates at a later stage along with the correct format and body of the templates.
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To create the cancellation code and reason, follow the steps below:

  1. Navigate to the Cancellation Template tab.

  2. Select the Create Cancellation Code, located on the right-hand side.

  3. Complete the following fields, Cancellation Code and Cancellation Reason.

  4. Click either:

    • Save and Create a Template to save the code and create a letter template immediately.

    • Save Without Creating a Template to have the option to create a template at a later time.

πŸ“ŒNote: Your custom cancellation code can be up to four characters long.

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