INTRODUCTION
Feature Summary: Issue a refund for a player's payment directly from the admin scheduler.
Use Cases:
Issue a refund when rescheduling a reservation isn't possible
Track payments, funds owed, and refunds for a booking from the Transactions table
This article shows system users how to issue a refund from the admin scheduler. There are other ways to issue refunds:
Manually issue refunds from the Transactions > Refunds page
Manually issue refunds caused by a closure (court or event)
Manually issue refunds from a member's user page
Configure settings to auto-approve refund requests
SETUP REQUIREMENTS
Log in to the admin dashboard.
Go to the side menu and click Schedulers > Expanded.
Issue a Refund From the Scheduler
Locate the booking. Hover over the i icon, then click the View Transactions icon.
Review the Transactions table. It displays payment details for each player on the booking, including paid and unpaid amounts.
To refund money a player already paid for the booking, click the link in the Transaction Date column.
On the next page, review the details, then click Refund.
On the Refund page, click the Refund Destination field and select an option.
Optionally, add a note.
Click Save.
Close the window. CourtReserve adds the refund transaction to the Transactions table.
Repeat these steps to refund additional payments.
Refund Destinations
If a player paid by cash, check, or account balance, you can refund back to cash or the account balance.
If a player paid by credit card, you can refund back to the credit card, account balance, or cash.
If a player paid with a package punch, CourtReserve adds the punch back to the package balance.
Player Notifications for Refunds
Note: CourtReserve does not send players any notification when a refund is issued. The player can view the refund by going to Billing > Transactions > All in their account, where it will appear as "Refund - (type)." No refund reason is shown there or anywhere else in the system, including any note added on the Refund page above. A refund reason may appear in a cancellation notification, but only if an actual cancellation triggers that notification. Issuing a refund alone does not send a notification.
USER PERSPECTIVE
Players can confirm a refund from the member portal.
Click the account icon and select Billing > Transactions.
On the Transactions page, click the All tab.
Go to the Type column and look for Refund.
