Overview
You can use Delete/Refund Modal Window to grant a refund without canceling the Participants' Sessions and/or Programs. This process will generate a refund, but will not cancel or change the Associated Reservation(s).
š” Example Use Cases:
Compensate a Customer for an issue they experienced
Compensate a Customer for missed time or unexpected delays
š Reminder:
Granting a refund does not automatically cancel the Program or Session.
Cancelling a Program or Session does not automatically grant a refund.
In FunJoin, the āCancel Reservationā and āGrant Refundā 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.
Other Common Refund Use Cases:
Step-By-Step Instructions
Keep a Reservation and Refund
Steps:
Click "Customers" in Top Navigation
Find Customer in Customer Management Table
Click Customer Name to open Customer Profile
Click "History" Tab
Find Order to Refund
Click More Options Button (Three Dots)
Click "Refund / Delete Credit" Button
In "Delete / Refund" Modal Window:
Insert refund amount(s) in Amount Currency Field(s)
Insert note or reason in Refund Reason Text Field
Click "Be Mindful - Action Irreversible" Checkbox
Click "Proceed" Button