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The fee (or balance after the deposit) can be collected immediately via the POS (or on the next visit)
Refunding the customer their money as they cancel
Normally customer is not in the clinic when they cancel
System will limit the refund to the amount taken for that
Default action is to create a credit note that can be applied to other sessions and this avoids the refund fee
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If the customer is not in the clinic
Used when the customer calls up
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If the customer has a remembered card
Select from the remembered card
Refund fee is charged by default ( waive using tickbox)
use - “Refund Now Button”
If the customer does not have a remembered card
Enter the customer card details
tick if card is to be remembered
Refund fee is charged by default ( waive using tickbox)
use “Refund Now Button”
If the customer is in the clinic and their card is present
Refund fee is charged by default ( waive using tickbox)
Select “Refund via POS Checkout”
Refund Journal will be created (set to “Pending”) and autoapply in the POS
Refund Journal
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Clinic contacted to cancel the appointment
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Fully paid
Deposit kept
Deposit Credited
Room Renter Therapist
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:
Can Reduce fee to zero or a reduced amount as long as a replacement booking made in n daysReplacement booking to check for possible credits
Not a room renter
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cannot over-ride admin decision
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