Issuing Refunds Through MagnaPass

Written on Friday 17th December 2021

Our guide on how to issue refunds manually through MagnaPass.

 

There are a number of places in the MagnaPass account dashboard where cancellations can be made. All you need to do is click the red 'Refund' button where available.

You can refund bookings for classes, events, appointments and courses. This guide will give you step-by-step instructions on how to handle this within the MagnaPass account dashboard.

 

Classes, Events, Appointments and Course Drop-In Bookings

If you want to refund an individual booking for a client that's booked into a specific classes, event or appointment, you can do so in a number of places in the MagnaPass account dashboard. You can click the 'Refund' button in any of the places described below.

 

Bookings Lists ('Cancelled Bookings' tab)

  • Step 1: Click 'Bookings' in the top navigation banner in your MagnaPass account dashboard.
  • Step 2: Select the 'Cancelled Bookings' tab to find the relevant booking.
  • Step 3: Identify the specific booking in the list and click the 'Refund' button.
NOTE: Using this method, you can only refund bookings that have already been cancelled.

 

Attendance Lists

  • Step 1: Click 'Calendar' in the top navigation banner in your MagnaPass account dashboard.
  • Step 2: Identify the specific class, event or appointment with the relevant booking.
  • Step 3: Click the blue time slot link which takes you to the attendance list.
  • Step 4: Identify the specific booking and click the 'Refund' button.
NOTE: Using this method, you have the ability to refund a booking without/before cancelling it.

 

 

Client Profiles ('Cancelled Bookings' tab)

  • Step 1: Click 'Clients' in the top navigation banner in your MagnaPass account dashboard.
  • Step 2: Find the client whose booking you want to refund in the list (you can search their name).
  • Step 3: Click the yellow 'Edit' icon next to the relevant client's name, this takes you to their client profile.
  • Step 4: Select the 'Bookings' tab and then select the 'Cancelled Bookings' tab to find the relevant booking.
  • Step 5: Identify the specific booking in the list and click the 'Refund' button.
NOTE: Using this method, you can only refund bookings that have already been cancelled.

 

Course bookings

Refunding all bookings within a course that were booked at once can be done via the overall course bookings list found in the course editor. Follow these steps to refund the overall course booking (e.g. if the client booked a course containing 5 sessions and, therefore, 5 bookings).

Course bookings list

  • Step 1: Select 'Courses' from the 'My services' drop down in the top navigation banner in your MagnaPass account dashboard.
  • Step 2: Click the yellow 'Edit' icon next to the relevant course, this takes you to the course editor.
  • Step 3: Select the 'Bookings' tab to view the list of all clients that have booked the course.
  • Step 4: Identify the specific booking and click the 'Refund' button.
NOTE: You have the ability to refund a booking without/before cancelling it.

 

 

Confirming Refunds

In all of the above cases, you will always be asked whether you wish to confirm the refund. This avoids any accidental refunds or refunding the wrong client/booking. The example below shows you what you can expect to see when refunding a booking. 

To complete the refund process, you'd just need to click the red 'Confirm refund' button.

 

Related articles

 

Managing Cancellations

Very similar to issuing refunds and done in mostly the same areas of the dashboard with some important differences.

Read this article for information about how cancellations work and how to initiate them: Managing Cancellations Through MagnaPass

 

Automating your Refund Policy

You can set your refund policy within the MagnaPass platform and let the system handle them for you automatically. Control if, when, and how clients should be refunded when a booking is cancelled.

Read the full details here: Automate your Refund Policy with MagnaPass

 

Automating your Booking Policy

You are able to automate when refunds are issued when your clients cancel their bookings. This is separate to the manual account tools described in this article, but to 

Read the full details here: Set your Booking Policy with MagnaPass
 

 

 

Start your free 30-day trial

If you, or someone you know, are a fitness or wellness professional, we offer a 30-day free trial of MagnaPass. List services, take bookings, manage clients, receive payments and more!

Signup for the 30-day free trial here.

If you have any further questions, you can contact our team by email.

 

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