NC Cardinal Support and Staff Education
  • Home
  • Submit a Request
  • Check on a Request
  • Knowledge Books
    • About NC Cardinal
    • Circulation in Evergreen
    • Cataloging in NC Cardinal
    • Administration Manual for Libraries
    • Reports in Evergreen
    • Resource Sharing
    • Student Access Initiative
    • Acquisitions in Evergreen
    • Serials in Evergreen
    • Offline Transactions
    • Evergreen Upgrades
    • Libraries Migrating into NC Cardinal
    • Summon Documentation
    • Troubleshooting in Evergreen
HelpSpot help desk software

Home → Circulation in Evergreen → Booking Module → Canceling a Reservation

11.6. Canceling a Reservation

Last Updated 11/03/2023


How to Cancel a Reservation

A reservation can be cancelled in a patron’s record or reservation creation screen.

Cancel a reservation from the patron record

1) Retrieve the patron’s record.

2) Select Other → Booking: Manage Reservations

Other drop down menu in patron account indicating Booking: Manage Reservations

3) A list of Reservations will populated. Select the reservations you wish to cancel. Open the Action Item list and choose Cancel Reservation.

Reservation management page with List Action menu opened and Cancel Reservation indicated with an arrow.
 

Use Shift or Ctrl on your keyboard and mouse click to select multiple reservations if needed.

5) A pop-up window will ask you to confirm the cancellation.

Confirm Cancelation pop up.

6) A notification will pop up in the bottom right of the page confirming the cancellation.

Reservation Cancellation confirmation note.

 

Cancel a reservation on reservation creation screen

1) Access the reservation creation screen by selecting Booking → Manage Reservations

Booking drop down menu with Manage Reservations indicated with an arrow.

2) Select your search method: By Patron, By Item Barcode, or By Type.

Filter reservations section of the Bookings Management Screen.

3) Scan or type in the patron barcode in Reserve to Patron box then hit Enter.

4) Regardless of the type of search you choose, the search will populate a list of current reservations for that item or that patron.

5) Select those that you want to cancel, then choose Cancel Selected from the List Action drop down menu.

Cancel Selected is the first item in the List Action drop down menu.

6) Again, you will see a pop up box confirming that you want to cancel this reservation.

The Confirm Cancellation pop up asked you "Are you sure you want to cancel the reservation?" and you can choose either Confirm or Cancel.

Knowledge Tags
booking  /  reservation  /  cancel reservation  / 

This page was: Helpful | Not Helpful


NC Cardinal is supported by the Institute of Museum and Library Services under the provisions of the federal Library Services and Technology Act (LSTA), as administered by the State Library of North Carolina, a division of the Department of Natural and Cultural Resources.