Overview
This Article provides step-by-step instructions for canceling a Session or Program, deleting the Returned Credit, and returning payment to the Customer.
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.
š Reminder:
When a Session or Program is Canceled, the Session or Program Credit is returned to the Customer's Account.
ā
If you do not delete the Credit, the Customer can use that Credit to Schedule another Session or Program.
š” Example Use Cases:
Customer requests a Refund and does not want to Reschedule now or in the future.
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
Cancel the Reservation, Delete Credit, 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)
Hover over Session or Program Icon
Click "Open Schedule/Reservation" Button (Will redirect to Associated Reservation)
Find Associated Reservation in "Upcoming Schedule" Tab (Highlighted Blue)
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
IMPORTANT: Click Delete Credit Checkbox
Click "Be Mindful - Action Irreversible" Checkbox
Click "Proceed" Button