If your customer isn't quite satisfied with their membership, you can refund their membership directly from their customer profile. Keep in mind that you can't refund a membership visit. You will need to manually increase the membership's visit balance to give your customers a visit.
Keep the following in mind:
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You can't undo a refund once processed.
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You can't refund credit/debit transactions 120 days (four months) after the purchase date.
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You can't refund to a different card.
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You can't issue multiple refunds for the same item. For instance, if you issued a partial refund for a service, you can't issue a full refund at a later time.
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Vagaro currently can't refund Interac transactions.
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For Xero and Quickbooks users, refunding a gift card, package, or membership won't be added to your Quickbooks or Xero reports since they are considered virtual money.
Prerequisites: This feature is available for all Vagaro businesses.
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Go to Customers and select the customer's profile.
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Scroll to the bottom of the screen, then select Refund to open the customer's transaction history.
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Select the membership to be refunded, then select Refund.
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Select Refund under the item.
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Enter the full or partial Refund Amount. Optionally, if a tip was included, you can enter the Tip refund.
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Optionally, select Cancel Membership. If you do not cancel the memberships, customers can still use their leftover visits.
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Select Next.
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Optionally, split a refund between two payment methods, such as cash and a gift card, and then select Submit.
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Review the Refund Summary, then select Refund.
Note
Your refund summary will update with the amount you entered.
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Enter a reason for the refund, select whether to print and/or email a receipt, and then select Continue.
If you selected Print Receipt, you'll be able to print a copy.
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Go to Customers and select the customer's profile.
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Select the Memberships tab.
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Select the Action
menu for the membership to be refunded, then Refund Membership. This will bring you to the refund screen.
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Select the customer's preferred refund method. Unavailable methods are grayed out.
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Enter the full or partial Refund Amount. Optionally, if a tip was included, you can enter the Tip refund.
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Optionally, select Cancel Membership. If you do not cancel the memberships, customers can still use their leftover visits.
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Optionally, split a refund between two payment methods, such as cash and a gift card, then select Confirm.
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Enter the Reason for Refund, select whether to print or email the receipt, and then select Refund.
If you selected Print Receipt, you'll be able to print a copy.
You have successfully refunded your customer. You can view all refunded transactions from the Transaction List.
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