The auto-refund bolt-on saves you the expense of a cash refund and the trouble of manually moving or crediting back a booking by automating the process if a customer cancels in line with your policy.
Configuring your auto-refund policy is quick and easy and done at the session level whether that’s for standalone sessions or course sessions.
In order to get started with your auto-refund bolt-on you will need to enable it within your Plan & bolt-ons page from the left hand side menu.
If you wish to issue a monetary refund, then this is a manual process you will need to complete within your Stripe dashboard and not part of this auto-refund bolt-on.
Setting up your auto-refund policy
In order to configure your auto-refund policy, click Auto-refund from the menu tab within the session create/edit page, then click Set cancellation policy details.
Step 1: Who do you want to refund?
You can choose to refund customers who paid with a bundle or pass, membership and / or Stripe. Please note that this selection is all or nothing, i.e you can choose to refund all membership customers or none at all.
Step 2: Select your cancellation period
You then need to set the cut off time before the start of the session for credit backs to be applied. You have the option of hours, days or anytime in this section.
Step 3: Select refund method
Next you can set the credit back method for any credits that are to be applied. You can set a credit back to the package that was originally used to purchase the session and where you can’t, you can gift a new one class credit bundle.
Please note that if a customer already has this auto-refund bundle that you have selected to gift, that package will be credited with another session, however the original validity date of the bundle will still stand.
If you’ve not created this one class credit auto-refund bundle yet, you can do this within the on-page wizard by clicking the Create new bundle button, making sure it has a corresponding tag with the session you’re creating and any others you’d like your customers to be able to use this bundle to purchase with.
You will also need to make sure that bundles has been configured as the payment method for the session. If you have further questions on configuring this auto-refund bundle then our Packages article will have more details on this.
Please note that we suggest keeping this auto-refund bundle in draft form as it's only used for credit back purposes.
Step 4: Add additional text to your cancellation policy
You then have the option to add any additional text that will be displayed alongside the automated cancellation policy information.
Step 5: Confirmation
Then you will be presented with a full summary of the policy to be implemented.
Tick the box next to I agree and then click Done to create your auto-refund policy.
You then either complete the outstanding fields of creating a new session and click the Create button or simply hit the Update this session / Update all sessions in this series button at the bottom of the page if you’re adding or updating an auto-refund policy to an existing session.