ConvertDirect - Cancellation Policy

ConvertDirect - Cancellation Policy

Where cancellation policy is applied to a rateplan, the policy is now displayed on all the various ConvertDirect Booking Engines – BAR, GRID and GROUP.

Cancellation policy is also indicated on email booking notification and in bookings module (extranet).

Where do you create cancellation policy for your property?

Login to INSTANT extranet > Setup > Cancellation Policy


Click on Add Policy Button > Follow prompts

Once added, the policy will be available in rate plan setup for you to select.

How to add a cancellation policy to a rate plan?

Setup > Rate Plans


In rate plan setup, there is field for ‘Cancellation Policy’
  1. Click on drop down box
  2. You will see all the policies that you have created for your property
  3. Select applicable policy for rate plan
  4. Save changes

Where is policy displayed on ConvertDirect?

BAR – Hover over the ‘I’ icon to view rate description and cancellation policy.


GRID – Click on ‘View Deal’ button


GROUP – Similar to BAR, hover over the ‘I’ icon


On booking details page for all ConvertDirect Booking Engine


Email booking notification


In extranet > Bookings Module

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