There are a few options to refund a client via Schedulicity. Click ahead to the section that fits you best!
❗Refunds are not issued automatically if an appointment is canceled. All refunds need to be manually processed. Processing fees from refunds are not returned.
Jump to a section:
Refund via the Appointment:
Head to the Appointment Calendar -> click on the appointment to refund -> select View Appointment Details
Expand the Ticket Info -> select the Refund button -> enter the amount
Click Refund Transaction to confirm
Refund from the Tickets:
Navigate to Payments
Select Tickets tab
Search for the transaction by date range or the client's name
Click on the transaction to expand the transaction -> select Refund -> confirm the amount and the tender-type
Select via Refund Transaction to confirm
Refund from the Transactions List:
Navigate to Payments
Search for a transaction -> by confirmation number, date range, or client name
Click the three dots beside the transaction -> choose Refund
Enter the refund amount and tender type (cash, check, other) -> confirm Refund Transaction
Record a Refund
If you aren't using one of our payment processors and need to record a refund in Schedulicity, you can do that here:
Navigate to Payments
Search for a transaction -> by confirmation number, date range, or client name
Click the three dots beside the transaction -> choose Refund
Enter the refund amount and tender type (cash, check, other) -> confirm Refund Transaction
The transaction will now display as refunded
💰 When will my client receive their refund?
After you refund, a transaction will display as Refunded in Schedulicity.
Funds return to the client's account, in approximately 3-5 business days.
Depending on the bank, it could take up to 7-14 business days.
Failed Refunds 🔕
If you are processing on Schedulicity Pay, and notice a failed refund, this happens if there aren't pending funds being deposited into your account. There are no funds coming in to cover the refund.
A few options from here:
You can wait until you have another transaction to re-try the refund
Refund another way (for example cash or Venmo)
Or Customer Support can help you setup a reserve account for times this may occur