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Refund policy

  • 1.  Refund policy

    Posted 07-01-2021 14:57
    I've looked in multiple forums and places in setup, but I don't see any way to do a bulk add/change for session refund policy. Has anyone found a way yet?
    #Flex-Creating/ManagingEvents

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    Whitney Rainer
    IT Guru
    Quilts, Inc.
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  • 2.  RE: Refund policy

    Community MVP
    Posted 07-01-2021 15:38
    Each fee needs to have it's own refund policy set. There is no bulk or import,

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    Steven Schlossman
    Jack of all trades. Master of none.
    BMW Car Club of America
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  • 3.  RE: Refund policy

    Posted 07-01-2021 15:45
    That's all I was finding too. This needs to be something that Cvent makes a change to! I'm having to go through 400+ sessions to manually add the refund policy to each one. That's a level of tedious that needs a fix!

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    Whitney Rainer
    IT Guru
    Quilts, Inc.
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  • 4.  RE: Refund policy

    Community MVP
    Posted 07-01-2021 17:26
    A bulk import would be nice in this case, I can also see how it would be something very difficult to implement.
    You have fees based on reg types. Early and late fees based on dates. Refunds based on dates.

    You can update fees in bulk by exporting sessions, editing the fee and importing them back, but that doesn't do you any good for refunds.

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    Steven Schlossman
    Jack of all trades. Master of none.
    BMW Car Club of America
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