- 21 Mar 2024
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Refunding a booking/course
- Updated on 21 Mar 2024
- 1 Minute to read
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This guide will show you how to refund a booking or course booking.
It's important to note that this is a 2-step process so the financials are kept accurate:
Cancel the booking: the booking amount will be credited to the client's Account Balance
Create the refund: using the amount that was just added to the client's Account Balance.
Refunds directly back to the client’s credit card are also possible if you’re using the integrated BookingTimes online payment system.
This article will outline both of these processes.
Cancel the booking
Steps
Navigate to the relevant Booking.
Click Cancel Booking in the side menu. See the Cancelling a booking article for more details.
Create the booking refund
Steps
Ensure you still have the booking in focus from the previous step where you cancelled the booking
Select New in the top menu and then select Refund
Enter Refund Description
Enter Refund Value in the appropriate field (Cash, Credit or Other)
If you enter a value into the Credit field, it will automatically add the transaction ID details, and allow you to choose if you wish to refund the surcharge
Credit card refunds
If you are using the BookingTimes online payment system, you can do an online refund automatically directly back to the credit card.
The credit card transaction ID will automatically be added for full traceability and to avoid any disputes.
You may choose whether or not to refund the surcharge.
You may choose to automatically send funds to the card, or you may manually transfer them afterwards.
Please refer to the Troubleshooting refunds article if a refund is declined.
Select whether to deduct from the client's Account balance (if you cancelled the booking previously this amount should be on the client's Account Balance ready to be refunded)
Click Refund
Select Email Refund from the side menu to notify the Client
Issue the refund
If you're not using the BookingTimes online payment system to issue a credit card refund, ensure you actually do the refund for the appropriate payment method.
For example:
For cash, give the cash to the client
For credit card payments that do NOT use BookingTimes online payment system, go to your credit card provider and issue the refund
For EFT/other, organise the transfer of funds