Configuring automated and manual refunds on a service

Setting up refunds in your service

A service that accepts payments can be configured to allow refunds, both manual and automated. 

Automated Refunds
  • Enabling the "Allow automatic refunds on cancellation" checkbox allows refunds to be issued for your service when the appointment is cancelled by a staff member. 
  • Enabling the "Allow automatic refunds on patient cancellation" automates the refund process when a patient cancels the appointment.
Manual refunds

A staff member can issue a refund for a paid service at any time.

  • Click "Refund"
  • Select the reason for the refund
  • Click "Process Refund"