When a customer pays a deposit by card while booking online, you can refund it from the appointment itself. You don't have to find the payment first.
Refund a deposit
- Open the appointment's full page from the calendar.
- Find the Online deposit card. It shows each card deposit, the amount, the day it was paid, and anything already refunded.
- Click Refund deposit.
- In Amount to refund ($), keep the full amount or type a smaller one for a partial refund.
- Confirm.
The money goes back to the customer's card. This can't be undone. Once the whole deposit is back, the card says Fully refunded.
Who sees the card
Only people who can issue refunds see the Online deposit card. By default that's the Owner and Admin roles. The card only shows when the customer paid a card deposit online.
Whether you refund a deposit is your decision. Your written policy is what the customer saw when they paid. See Setting your deposit refund and cancellation policy.
Related
- Setting your deposit refund and cancellation policy
- Collecting deposits
- Working an appointment: status, checklist and invoice
Frequently asked questions
Q: Can I refund part of a deposit?
A: Yes. Type the amount you want to give back in Amount to refund ($). You can refund the rest later, up to the amount paid.
Q: Why don't I see the Online deposit card?
A: It only shows when the customer paid a card deposit while booking online, and only to people who can issue refunds, which is the Owner and Admin roles by default.
Q: Does cancelling the appointment refund the deposit?
A: No. Cancelling doesn't refund anything by itself. Use Refund deposit on the appointment if you decide to give it back.