If your business is connected to a credit card processing account, your clients will have the option to prepay for their appointment during online booking. If you the client needs to cancel their appointment, you will have the option to cancel and refund the client's payment, or to cancel and keep their prepayment. If selecting not to refund the payment, you will be presented with the option to give the client a service credit that can be used on a future appointment.
To cancel a prepaid appointment and process a refund for the initial payment, you can follow these steps:
- Tap the appointment you wish to cancel from any schedule view
- When viewing the Agenda view, you can swipe right on the appointment to find Cancel and No-Show options. If so, you can skip to step
- Tap the action menu within the Booking Details page
- Action menu icon:
- Action menu icon:
- Select Cancel or No Show
- To cancel the appointment and refund the initial payment, select Cancel & Refund
- You can then select the refund amount, refund type, and enter the reason for the refund
- Select Process Refund to cancel the appointment and refund the client's payment.
- If refunding to a card, the refund may take 3-5 business days depending on the client's bank.
To cancel the appointment without refunding the initial payment, select Cancel - No refund
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- If the appointment was fully pre-paid, you can also choose how to handle the prepaid credit.
- Choosing Keep Credit will allow the client to use the credit again in the future.
- Choosing Remove Credit will remove the credit from the client's record so it cannot be used again in the future.
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View the Desktop Directions below: