Refund a deposit
Learn how to refund deposits that were collected from clients when securing their appointments.
In this article
How refunding deposits work
When a client pays a deposit to secure an appointment, the policy will state that the deposit is non-refundable. However, you’ll still have the option to issue a refund either while the appointment remains scheduled, or when cancelling or marking it as a no-show.
Refund a deposit
You can refund a client’s deposit while keeping their appointment scheduled in your calendar.
- Open an existing appointment with a deposit from your calendar.
- In the right panel of the appointment view, select Actions (three dots) under Payment policies, then select Refund.
- On the Refund screen, the deposit is returned to the client’s original payment method, and the reason is set to Without reason.
- Click on the Issue refund button on the right to process the refund.
Once completed, the refund will be applied to the client's payment method within a few working days, and the appointment will remain in your calendar.
Refund a deposit when cancelling an appointment
- Open an existing appointment with a deposit from your calendar.
- In the right panel of appointment view, tap on the Appointment status in the top-right and select Cancel.
- On the confirmation screen, make sure the late cancellation fee checkbox is unticked.
- Choose whether to send a cancellation notification to the client informing them their appointment has been cancelled.
- Under the Cancellation reason, select a reason for the canceled appointment. You can also create new cancellation reasons from your settings.
- Under the cancellation details, review the refund total to the client's original payment method.
- Click on the Cancel appointment button on the right to confirm.
Once completed, the refund will be applied to the client's payment method within a few working days, and the appointment will be removed from your calendar.
FAQs
You can manage appointment cancellation reasons in your scheduling settings. From there, you can review, edit, or add the reasons that appear when appointments are cancelled.
Refunding deposit is processed just like any other payment refund. This means that standard payment processing fees apply. You can view the full list of rates on our pricing page.
