How to refund your client

Refunding your client from a variety of payment methods is easy to navigate in your app

Watch this 60 second walkthrough:

 

 

STEP 1:

There are two ways you can open your clients transaction 1). Tap on the clients appointment booking block in the schedule or 2). Tap on the cart icon bottom right

 

STEP 2:

Tap on 'View Bill'

 

STEP 3:

Tap 'Refund' on the top

 

STEP 4:

Tap the Qty add button to say 'Qty 1', then adjust your refund amount $

 

STEP 5:

Tap on 'Next' located at the bottom of the screen

 

STEP 6:

Choose what payment method you would like to process the refund, scroll payment method such as 'Cash' if client paid by cash all the way to the right

 

STEP 7:

Tap on 'Process Refund', then a final confirmation pop up window will appear. Tap on 'Process Refund' again to finalise.

STEP 8:

Both yourself and your client will receive a confirmation email that the refund has been processed:

Screenshot 2024-05-13 at 3.35.06 PM

If you need further assistance, please reach out to us via the 'Get Help' function in your app!