Creating a Refund Policy

In this article, we'll review how to create refund policies for your organization. Refund policies are managed at the AU / admin level. Therefore, this article will only be relevant to you if you have admin permissions.

To create or amend a refund policy, first navigate to your admin portal (the cogs icon). 

Make sure you are on the MANAGE ACCOUNT tab.

Scroll down to the REFUNDS PORTAL. Click MANAGE REFUNDS POLICIES.

You will be redirected to the refund policies page. By default, there will two policies that are enabled.  

If you click NO REFUND POLICY, the details will appear at the bottom of the page. NO REFUND POLICY means that guests are ineligible for any type of refund once they've purchased a ticket.

If you click VIEW REFUND POLICY TEXT you can see how the details will appear to purchasers.

The other default refund policy, OPEN REFUND POLICY means that guests can request a full refund at any point leading up to the start time of the event.

Click CREATE REFUND POLICY to make your own custom policy.

The NEW REFUND POLICY window will appear. Name your policy something that will remind you what the policy entails. Click SAVE NAME.

The refund policy you created will appear in your policies. The policy details will appear at the bottom of the page. Click the pencil next to the first row.

You can edit the policy in this window. For my policy, a 100% refund is fine, for unlimited days from the event, so I'll press save.

Next, click ADD POLICY ROW.

The ADD POLICY DEFINITION TO TABLE window will appear. Add the refund percentage and days before event numbers in the relevant textboxes, then press SAVE. Continue adding any other policy definitions.

Once you've added all your policy definitions click REVIEW & SAVE POLICY.

The policy text, which tickets purchasers will see, appears here. If this looks accurate, press SAVE POLICY.

To make this policy accessible for your users, check the box under ENABLED. 

If you'd like this policy to be automatically applied to your events, check the circle under DEFAULT. 

You'll notice that once you make this policy the DEFAULT, the trash can icon disappears, meaning that it can no longer be deleted. Deleting the NO REFUND POLICY and OPEN REFUND POLICY is also not an option.

To delete a refund policy, ensure it's not the DEFAULT by unchecking the box under default. Then, the trash can icon will reappear in the REMOVE column. Click that icon.

You must click OK on in the acknowledgement window to proceed.

Thank you! If you have questions about this process, or any other features in ZenGRM, please reach out to support.