If your client changes their mind about a pre-paid Salon Package they've already bought, here's the correct way to process the refund.
If the client has already booked in one or more of their pre-paid services, you'll need to find those appointments first and add them back to the package.
If you haven't booked the client in for any pre-paid services yet, skip straight to Step 2.
Step 1. Adding a Booked Prepaid Service Back to the Package
Click the client's name on their appointment.
In the Visit Details pop-up, click Add Back To Package, then confirm.
Do this first so there are no appointments left over after you refund the package. If you skip this step, the services that were booked in as part of the package will show as unpaid in your Appointments columns once the package is refunded.
Step 2. Refunding or Deleting the Transaction
Now you can refund or delete the package.
- Go to POS > Transactions.
- Change the date range to the day the client originally bought the package.
- Find the sale for the package, then click the More (three dots) icon next to it.
- To keep a record of the sale, click Refund. You'll be taken to POS to process the refund.
- To remove the sale completely, click Delete instead, then confirm.
Once the refund is done, it's listed as its own line in Transactions. The refunded package shows in red in the client's Packages tab.
Changed your mind? Go back to Transactions, open the refund's More menu, and delete the refund. This reverses it. The pending package becomes available to lock in again.
If you delete the original sale instead, the package comes off the client's card and out of Transactions for good.
If you have any further questions, please send them to us via the Submit a Request option in your Help & Support page, we're here to help.