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Configure Automatic Booking Credit Refunds

Configure automatic booking credit refunds for shift jobs based on their status. By selecting the applicable shift job statuses and refund conditions, you can automatically return booking credits to clients when eligible shift jobs are cancelled or meet the configured refund criteria.

Let’s get started 🚀

Step 1: Log in to your agent dashboard and click More > Global Settings as shown in the screenshot below.

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Step 2: Click the Jobs tab from the available tabs.

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Step 3: Click the Booking Credits option to expand and view its details.

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Step 4: Select the shift job status for which clients should receive a booking credit refund from the dropdown list. 

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After selecting the status in the previous step, the following set of settings will appear:

  • Only refund (client receives 1 booking credit) for non-filled job: Select this option if you want to issue a refund (1 booking credit) to the client when a job is not filled.

  • Only refund (client receives 1 booking credit) for filled job: Enable this option if you want to provide a booking credit refund when a candidate is successfully assigned to the job.

  • Apply only if they used a booking credit to submit a job: When enabled, clients will only receive a booking credit refund if they originally used a booking credit to submit the job. If no booking credit was used, no refund will be issued.

     

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Step 5: Check the applicable refund option(s) as required. The settings will be saved automatically.

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