There are a few different places where you can refund a client throughout the Dashboard.
Via the Clients Profile
Via the Class Details Page
Via the Products Page
How to Refund a Client via the Clients Profile Page:
To refund a client from the Client's profile page, navigate to People > Clients.
Once you are here, find the client you would like to refund.
Click on the Client's name or press the three dots to the right of the page and select View Profile
Once you are on the Client's profile page, you will see two sections. The Packages section will be all of the products (memberships/packages) that the clients have purchased and the Booked Classes section will be all of the classes (Virtual, VOD, IRL, and Private).
Go to the Product or Class you would like to refund the client for. Click the three dots next to the product or class and select the desired refund option.
Cancel and refund
This removes the client from the class or product and refunds their original payment method
Cancel and don't refund
This removes the client from the class or product and does NOT refund their original payment method
Refund
This keeps the client in the class or product and refunds their original payment method
When issuing a refund, you have two options to choose from. You can choose to do a Full Refund or a Partial Refund.
Click on Refund to process the refund for the client.
How to Refund a Client via the Class Details Page:
First, find the class that the client is signed up for either via the Dashboard or the Calendar.
Click on the three dots next to the class and press View Class
After Pressing View Class, you are brought to the Class Details page. Scroll down on the page until you see People in class.
Find the client that you would like to Refund and press the three dots next to the client where you will see a few refund options.
Cancel and refund
This removes the client from the class and refunds their original payment method
Cancel and don't refund
This removes the client from the class and does NOT refund their original payment method
Refund
This keeps the client in the class and refunds their original payment method
Click on Refund to process the refund for the client, that's it!
How to Refund a Client via the Subscriptions & Packages Page:
To refund a client from the Packages page, find the package that the client is on, click on the name or press the three dots to the right of the package, and select View Package.
Scroll to the bottom of the page until you see All Clients
Select the 3 dots to the right of the client where you can see the following options:
Edit Renewal / Expiration date
This allows you to change the membership dates, which is great for suspending a member without canceling them.
Add/ Subtract Credits
This adds or removes a class credit on a package, perfect for managing your PT clients.
Cancel immediately and refund
This removes the client from the product and refunds their original payment method
Cancel immediately and don't refund
This removes the client from the product and does NOT refund their original payment method
Cancel at the next Renewal/Expiration Date
This cancels the client's auto-renewal of their package
Refund
This keeps the client in the class or product and refunds their original payment method
When issuing a refund, you have two options to choose from. You can choose to do a Full Refund or a Partial Refund.
Click on Refund to process the refund for the client, that's it!