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Wellbeing Hubs for Professionals: Returning a Sponsored Credit to a Client

Follow these steps to give back a session credit when an appointment didn't take place or when cancelling a future booking.

Follow these simple steps to cancel a session and automatically return the credit to your client:

  1. Log in to your Kara Connect account.
  2. Click Sessions on the top menu, then open your Calendar.
  3. Find and click on the session you want to cancel.
  4. Click the Trash Bin icon (Cancel) in the pop-up box.
  5. Select the reason for cancellation:
    • Cancelled by the Professional: Select this if you are initiating the cancellation.
    • Cancelled by the Client: Select this if the client asked you to cancel.
    • Client did not show up: Select this if the client missed the appointment.
    • Other: Select this to type a private note for your own records.
  6. Crucial Step: Do not check the box that says "Charge the client for this session". Leaving this box empty ensures the credit goes back to the client.

    Cancelling Credit Session without Charge
  7. Choose to send a notification to the client so they know the session was canceled and their credit has been returned.

Once complete, the sponsored credit will be automatically added back to your client's balance.

IMPORTANT: Only delete a session if it was created by mistake. For all other cancellations, keep the appointment on your calendar and choose a cancellation reason. This ensures your reporting and client history stay complete and accurate.