Refunding a customer

Refunding a customer may be necessary for various reasons, such as booking issues, cancellations, or billing mistakes. Below is a step-by-step guide to processing a refund.

Refunding and removing a customer from a session

To remove a customer from a session and issue a refund, follow these steps:

1. In Swift Admin, navigate to the Calendar view
2. Locate the Session and click on the session’s booking tile
3. Select the Manage Participants and Payments icon
4. Find the customer’s name and click the Manage Bookings and Payments icon next to it.
5. In the Bookings panel, click the Remove button next to the session(s) you wish to refund and remove the customer from.
6. Confirm the refund amount displayed or adjust it if necessary.
7. Click the Issue Refund button to process the refund immediately. This will also remove the customer from the session.

Other ways to refund

If you simply need to refund a customer for a payment without removing them from the session, you can also refund under their profile,

1. In Swift Admin, navigate to the customer's profile
2. Select the Payments tab
3. Under Payment History, you will see a list of all the transactions that have been processed for the customer.
4. Find the transaction you’d like to refund and click the Refund icon next to it.
5. Specify the amount to be refunded. You can adjust this amount if needed.
6. Choose the payment method that the refund will be issued to
7. Click the Issue Refund to process and record the refund immediately