How to Cancel/delete Trips

Managing schedule changes is a standard part of non-emergency medical transportation operations. The Bambi platform gives you straightforward tools to cleanly remove trips from your dispatch or records, depending on the scenario.

Follow this guide to understand the critical difference between canceling and deleting a trip, and learn how to perform both actions within your Bambi platform.

Understanding the Difference: Cancel vs. Delete

Before you remove a trip from your schedule, it is important to select the correct action for your records:

• Cancel: Use this when a scheduled trip falls through (e.g., the passenger was not ready or there was a schedule conflict) [00:06]. Canceling a trip requires you to log a specific reason (such as "No-Show"), preserving the record for accurate reporting and billing [00:14].

• Delete: Use this exclusively when a trip was created entirely by accident [00:24]. Deleting a trip completely removes the record from your account as if it never existed, and you would need to start from scratch if you wanted it back.

Method 1: Canceling a Trip from the Dispatch Screen

You can cancel an active trip directly from your dispatch board.

1. Locate the trip block on the dispatch screen.

2. Click the three vertical dots (⋮) on the trip block to open its options menu, and select Cancel [00:35].

3. Bambi will automatically detect if the passenger has other trips (like a return leg) scheduled for that same day. It will prompt you to choose whether you want to cancel the other leg as well, or only the single trip [00:41].

4. Select an appropriate cancellation reason from the dropdown menu (e.g., No-show, Passenger requested cancellation, Passenger refused service, Schedule conflict, etc.) [00:52].

5. Click Confirm [01:08]. The trip will immediately be removed from the active view.

Method 2: Canceling or Deleting from the Trips Section

For broader trip management, you can process both cancellations and deletions directly from your main Trips directory.

1. Navigate to the Trips section from your top menu [01:45].

2. Find the specific trip in your directory list. Click the three vertical dots (⋮) next to the trip row.

3. To completely erase an accidental booking: Select Delete from the dropdown menu and confirm [02:05].

4. To cancel the trip: Select Cancel [02:18].

5. Similar to the dispatch screen, Bambi will ask if you also want to cancel any additional legs for that passenger on the same day [02:23].

6. Applying Global Reasons: If you are canceling multiple legs for a Private Pay passenger, you can apply a "global cancellation reason" to efficiently assign the exact same reason (like "No-show") to all related legs at once [02:34]. Note: For Broker trips, you will have to assign the cancellation reason to each leg individually [02:42].

7. Click Confirm [02:46].

Once canceled, the trip status will visually update in your directory list. You can hover your cursor directly over the canceled status indicator at any time to quickly view the logged reason [02:53].