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Member Canceling or Changing a Service Request

If the member is changing a service request, you need to determine if the service request should be just changed, or cancelled and a new one created.  

If the change is slight (from the data entry viewpoint), perhaps a new date and time,  just make the changes on the Services and Service Requests  screen.  If no volunteer has been found yet, there is no reason to do anything than modify the existing request.

If a volunteer has been signed up, modify the date/time of the request or make other changes and then call the volunteer.  If they are fine with the changes, send out a new confirmation email and reconfirm with the member.  

If the member can't do the new request, make them "Not Available" and set the Service Request Status back to "Requested".

If the request is being cancelled altogether, follow the steps below.

  1. From the Services and Service Requests  screen click on the service request that is being cancelled.
  2.  
  3. Change the service request status to "Cancelled".
  4.  
  5. Provide the reason for the cancellation.
  6.  
  7. If a service provider has been selected, select "Send Cancellations".  DO NOT change the status of the provider from "Selected" to anything else.  If you do, you will not be able to send a cancellation notice to the volunteers.  Specifically, do not change the status to "Not Needed".  That sends out an inappropriate email and has annoyed some very valuable volunteers.  
  8.  
  9. As a courtesy, you should also call the volunteer to let them know of the change.
  10.  
  11. If the "Instructions/Comments" field indicates this request is part of a two part service (e.g., drop off and pickup), be sure to cancel both parts.
  12.  



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