It can sometimes be the case that you need to return a credit to a client. This can happen in instances when the session never took place but was never cancelled, or if the session is scheduled to take place in the future but you need to cancel it.
If you need to return a sponsored credit to a client, please take the following steps:
1. Log in to your professional Kara Connect profile.
2. In your calendar (the Sessions tab), identify the correct session.
3. In the window that pops up, click the Cancel symbol (Bin icon) (see the GIF below).
4. You can Select the reason for cancelling the session:
-
Cancelled by the Professional: You are cancelling the session yourself.
- Cancelled by the Client: The client contacted you and asked to cancel the session.
- Client did not show up for the session (if the client was a "no-show").
- Other: Write the reason (only visible to you).
Pro Tip: We recommend selecting the right reason because this will be helpful for reporting purposes.
We also DO NOT recommend deleting the information about a session unless the session was booked by mistake and you need to delete any records relating to the session.
For cancellations, we recommend keeping the information in your calendar with the correct cancellation reason.
5. In order to ensure that the credit is returned to the client, please do not tick the 'Charge the client for this session' box.
6. In the next pop-up, you will have the option to notify your client of the cancellation. Generally, it's advisable to send the cancellation notification in order to ensure that the client is aware that the session has been cancelled and the credit is being returned.
After following the steps above, the credit will now be returned to the client!