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Refunding a customer and removing them from a session
Refund a Customer to Their Wallet
Refunding a customer, without removing them from a session
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.
To remove a customer from a session and issue a refund, follow these steps:
In Swift Admin, navigate to the Calendar view
Locate the Session and click on the session’s booking tile
Select the Manage Participants and Payments icon
Find the customer’s name and click the Manage Bookings and Payments icon next to it.
In the Bookings panel, click the Remove button next to the session(s) you wish to refund and remove the customer from.
Confirm the refund amount displayed or adjust it if necessary.
Click the Issue Refund button to process the refund immediately. This will also remove the customer from the session.
If you'd like to refund a customer but keep the funds in their Swift Wallet (instead of returning the payment to their credit card), follow these steps:
In Swift Admin, navigate to the Calendar view
Locate the Session and click on the session’s booking tile
Select the Manage Participants and Payments icon
Find the customer’s name and click the Manage Bookings and Payments icon next to it.
In the Bookings panel, click the Remove button next to the session(s) you wish to refund and remove the customer from.
Confirm the refund amount displayed or adjust it if necessary.
Next to "Refund with Card", click on the Change option
Select the Wallet option
Click the Issue Refund button to process the refund immediately. This will also remove the customer from the session.
If you simply need to refund a customer for a payment without removing them from the session, you can also refund under their profile,
In Swift Admin, navigate to the customer's profile
Select the Payments tab
Under Payment History, you will see a list of all the transactions that have been processed for the customer.
Find the transaction you’d like to refund and click the Refund icon next to it.
Specify the amount to be refunded. You can adjust this amount if needed.
Choose the payment method that the refund will be issued to
Click the Issue Refund to process and record the refund immediately
Note ⚠️ : Refunding a customer this way will not remove them from the session(s) being refunded. They will still be listed as a participant in the session. If you need to both refund and remove them from a booking, follow the steps above.
Note: Currently, it's not possible to refund a cash payment in the system. If you need help with refunding and removing the transaction for revenue purposes, reach out to Swift Support and we can help!
