Billing and payments
Your plan, getting paid, and refunds.
- Refund an organization saleOwners, managers and billing managers can refund anything the organization sold. Open Sales in your organization menu, select Manage on the sale, choose the amount and add a reason, then confirm. The client is refunded to their original payment method and notified. Gift cards can't be refunded.
- Manage your organization's plan and invoicesPlans & Billing shows your organization's plan, its status and your staff seats. Choose or change a plan and team size from the plan cards, manage your card in the billing portal, and find past invoices under Invoices. Only the owner and billing managers can see billing.
- Refund a session, bundle or ticketOpen the sale from Bookings, on the Sales tab, and select Manage, or open the booking itself and select Refund. Choose the amount, add a reason the client will see, and confirm. The money goes back to the client's original payment method and the client is notified. Gift cards can't be refunded.
- Change your organization's plan or team sizeIn Plans & Billing, choose a plan, or a team size on a plan that includes staff, and confirm. Moving up starts right away and you pay the difference today. Moving down starts at your renewal date. Only the owner and billing managers can do this.
- Set your cancellation policyGo to Settings, then Cancellation & refunds. Use Gyfts Standard, or set your own policy for everything or by offering type. Each booking keeps the policy it was bought under, so changes only affect new bookings.
- Take payments as an organizationYour organization gets paid through its own Stripe account, including for sessions your staff deliver. Connect it under Payments. Once it's running you can pause payments at any time: paid items disappear from Gyfts until you resume, and existing bookings are untouched.
- Get help, or ask for more staff or locationsSupport in your organization's menu reaches our team directly. To change how many staff you can have, pick a new team size on your plan in Plans & Billing. For a larger team or more locations, owners and billing managers send a request from Billing.
- Mark a client as a no-showEvery client counts as attended unless you say otherwise. If someone didn't come, open the booking after the session and select Mark as no-show. It's a label for your records: your payment isn't affected. You can undo it for 7 days after the session.
- See everything your organization has soldSales lists every session, bundle, event ticket and course or retreat date your organization has sold, with its status. Filter by type, then select Manage on a sale to refund it.
- Sell gift cards as an organizationOnce you're set up, clients can buy gift cards from your organization page and your staff's profiles, and spend them with any of your staff. Turn sales on or off under Gift Cards.
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