Refund Options
Our flexible Refund options help you accommodate the diverse needs and preferences of your Customers.
In FunJoin, there are different types of Refunds. You can offer a Full Refund for the entire amount paid by the Customer, or you can offer a custom Partial Refund amount.
You can grant a Refund and Keep the Associated Reservations or you can grant a Refund and Cancel the Associated Reservations.
So there are plenty of options to choose from. Simply put, FunJoin can handle any type of Refund.
Strong Recommendation:
We strongly recommend you grant and record all your Refunds in the FunJoin Admin Panel. This will ensure accurate financial reports and transaction records.
Refunds with Different Payment Methods
If Payment was collected through Stripe, granting a refund in FunJoin will automatically execute a refund in Stripe. Stripe will send the funds back to the Customer. Please note it may take a few days for the funds to settle.
If the Payment was not collected through Stripe (Payment Collected Externally), you should still record the Refund through the FunJoin Admin Panel. This will ensure accurate Reports, Ledgers, and Transaction Histories. If Payment was Collected Externally, you need to correctly label the Payment in the Delete/Refund Modal Window.
Getting to Know Associated Reservations
Orders can be linked or associated with Reservations (Scheduled Sessions and Programs).
If the Order is from the Schedule & Pay Flow, there is always an Associated Reservation.
If the Order is from the Buy & Credits and Redeem Flow, and the Credit has been redeemed to Schedule a Session or Program, there is an Associated Reservation.
Reminder:
Granting a Refund does not automatically Cancel or Change the Associated Reservation.
In FunJoin, the “Cancel Reservation” and “Grant Refund” functionalities are intentionally separated. This is to protect the integrity of the Schedules and avoid unintentional Cancellations. Our step-by-step approach ensures that the Reservation is not deleted accidentally.
Granting Refunds Training Video
Refund and Keep the Reservation
Click Customers in Top Menu Bar
Find Customer in Customer Managment Table
Click Customer Name to open Customer Profile
Click "History" Tab
Find Order to Refund
Click More Options Button
Click Refund Button
In Delete/Refund Modal Window:
Enter Refund Amount in Refund Currency Text Box
Enter Note or Reason for Refund in Reason Text Box
Click Check Box
Click Proceed Button
Administrator Tip:
This process will generate a refund, but will not cancel or change the Associated Reservation.
When to Use:
Compensate a Customer for an issue they experienced
Compensate a Customer for missed time or unexpected delays
Refund and Cancel the Reservation
Click Customers in Top Menu Bar
Find Customer in Customer Management Table
Click Customer Name to open Customer Profile
Click "History" Tab
Find Order to Refund
Click More Options Button
Click Refund Button
Click Calendar Icon
Find Associated Reservation in Upcoming Scheduled Tab (Highlighted Blue)
Cancel Session or Program
Click "History" Tab
Find Order to Refund
Click More Options Button
Click Refund Button
In Delete/Refund Modal Window:
Enter Refund Amount in Refund Currency Text Box
Enter Note or Reason for Refund in Reason Text Box
Click Delete Credit Check Box
Click Check Box
Click Proceed Button
Reminder:
When a Session or Program is Canceled, the Session or Program Credit is returned to the Customer's Account.
Administrator Tip:
This process will generate a refund and delete the Credit. You will use this process in a "completely cancel" situation. The Customer will not have the opportunity to Schedule a new Session or Program with their Credit.
When to Use:
Customer requests a Refund and does not want to Reschedule now or in the future.
Refund and Delete the Credit
Click Customers in Top Menu Bar
Find Customer in Customer Management Table
Click Customer Name to open Customer Profile
Find Credit in Customer Profile
Click Settings/Gear Button
Click Delete/Refund Button
(If Needed) Select Order
In Delete/Refund Modal Window:
Enter Refund Amount in Refund Currency Text Box
Enter Note or Reason for Refund in Reason Text Box
Click Delete Credit Check Box
Click Check Box
Click Proceed Button
Adminstrator Tip:
When to Use:
Customer "Self-Cancels" and requests a Refund
Customer Purchased a Credit, never Redeemed, and wants a Refund
Customer Canceled, planned to Reschedule, never Reedemed, and now wants a Refunds