Refunding a payment

You can set up refund rules so NeetoCal refunds a payment automatically when your client cancels a booking. You can also refund a payment when you cancel a client's booking, or without cancelling it.

Refunding automatically when a client cancels

1. Click on the scheduling link for which you want to configure refund rules.

2. Click on the Settings tab.

3. Click on the Cancellation, Rescheduling & Refund card.

4. Enable Meeting cancellation & rescheduling.

5. Click on the Add refund rule.

6. Set the refund percentage according to the cancellation time.

7. To add more rules, click Add refund rule again.

8. Click on Save changes.

Refund rules aren't available when UPI is the only payment method on the scheduling link. See Refunding a UPI payment below.

Issue a refund when you cancel a booking

1. From the sidebar, click on Bookings.

2. Click on the booking you wish to cancel.

3. Click the Cancel button and check the Refund option.

4. Select a refund percentage from the drop-down menu.

5. To refund a different percentage, select Custom from the dropdown and enter the percentage.

6. Click on the Yes, cancel the meeting.

Issue a refund without cancelling the booking

1. From the sidebar, click on Bookings.

2. Click on the booking you want to refund.

3. Click the three-dot menu and choose Process refund.

4. Select a refund percentage from the drop-down menu. To refund a different percentage, select Custom and enter the percentage.

5. Click Save changes.

Refunding a UPI payment

When a scheduling link uses UPI as the payment method, clients pay directly into your UPI account, so NeetoCal can't send the money back to them. Send the refund to the client from your UPI app, then record it in NeetoCal using either of the two sets of steps above. The booking will then show as refunded. Recording a refund in NeetoCal doesn't send any money.

You can record a refund only after you have confirmed the client's UPI payment.