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Policies Management

Define cancellation policies, refund terms, service policies, and terms and conditions.

Policies

In short

Define cancellation policies, refund terms, service policies, and terms and conditions. This page explains how the feature fits into the broader VyBeing workflow and how teams can connect it to planning, vendors, control, and execution.

AvailabilityLive

Primary dashboard surface: Policies

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Overview

Protect your business and align customer expectations by establishing clear rules with Policies Management. Define standard booking policies, configure tiered cancellation windows, set service parameters (such as complaint windows and allowed lateness buffers), and upload customized B2B service level agreements (SLAs). Display these parameters directly during checkout, reducing disputes and ensuring smooth corporate contract workflows.

Key Benefits

Define booking rules, safety guidelines, and setup requirements visible during checkout
Tiered cancellation and refund policies based on date distances from event launch
Define specific complaint windows and allowed lateness buffers for your services
Upload custom B2B service agreements and legal terms linked with every reservation

Frequently asked questions

What does Policies Management do?

Policies Management helps vendors manage fulfillment, availability, bookings, and customer communication inside the VyBeing platform.

Who is this feature for?

It is built for corporate wellness, gifting, event, and service vendors that need a more reliable operating workflow for business clients.

How does it connect to the rest of VyBeing?

The feature works alongside AI Planner, vendor discovery, budget workflows, execution tracking, and reporting so teams can move from planning to delivery in one system.

Real-World Use Cases

See how companies are using this feature

AV Rental Cancellation Protection

Define a policy where cancellations made within 7 days of the event receive a 50% refund, while cancellations within 48 hours are non-refundable, protecting your equipment planning.

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