Shift Jobs

How to set up an automatic credit refund if shift job is cancelled

If using booking credits, you can set it up where if the shift job is canceled, the client can get a refund of their booking credit.

Step 1:
Go to MORE-> GLOBAL SETTINGS

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Step 2:
Go to JOBS-> SHIFT JOB SETTINGS-> ADMIN SHIFT JOB CALENDAR


Step 3:
Go to REFUNDS


Step 4:
Select the status of a shift job when a client will receive a refund of a booking credit


Step 5:
Once the status is selected, you can choose between these settings if needed.


What they mean:

  • 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 rcieves 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.

 

Step 5:
Hit the save icon to save settings. Located in the bottom right of your dashboard