Manage Refund Permissions in Zenoti
This article explains how to configure permission settings in Zenoti to enable different types of refunds such as, gift cards, package excess amounts, and convenience fees. Ensuring the correct permissions are in place helps streamline refund operations and prevents delays caused by access issues.
Overview
Refunds in Zenoti require specific permissions that vary by refund type. Whether you're handling gift card refunds, excess refunds from packages, or convenience fees, this article helps administrators enable the right roles and settings to ensure seamless processing across locations.
Key terms
Gift Card Refund: Returning funds to a customer for a previously purchased gift card.
Excess Refund: Refunding an amount left over after package redemptions.
Convenience Fee: A service charge added during transactions, which may also need to be refunded.
Prerequisites
Admin access to organization settings.
The Enable Gift Card Refund setting must be enabled to view related permissions.
Permission for Gift Card refund
To allow gift card refunds, the following permission must be enabled:
At the organization, click Configuration.
Click Security > Security Roles.
Select the required role such as Owner or Loyalty manager.
Check the Refund Gift Cards Purchased box.
This option appears only if the Enable Gift Card Refund setting is enabled.
Click Save.
Permission for refund excess for Packages
To allow excess refunds, the following permission must be enabled:
At the organization, click Configuration.
Click Security > Security Roles.
Select the required role such as Owner or Administrator.
Expand the Administrator section.
Select the Excess Refund checkbox under the Packages category.
Click Save.
Permissions for convenience fee refunds
To allow convenience fee refunds, the following permission must be enabled:
At the organization, click Configuration.
Click Security > Security Roles.
Select the required role such as Owner or Administrator.
Expand the Administrator section.
Under Refund, check the Environment Fee checkbox.
Click Save.
Considerations
Gift card refund permissions are only visible if the organization setting is enabled.
Some refund actions may not be available for users without specific security roles.