Must know
- There is no “notify the family” option when you refund. Every refund and cancellation email is a club-wide rule under Settings > Communication > Notifications > System Rules, where you can switch it off or reword it.
- Only refunds to the original payment method send a refund email. Refund initiated goes only when you choose Original payment method. Cash, e-transfer and account credit refunds send no refund email.
- Program Cancellation is optional. It starts switched off for new clubs, but a club that already had it may still have it on, so check its Status.
- Ending access has its own email. Ending a membership or pass sends Access ended after a refund, even with no money returned.
Cash, e-transfer and account credit. These send no refund email, but Access ended after a refund and Program Cancellation can still go.
No double email. A guardian billed who is getting Refund initiated doesn’t also get Program Cancellation. It still goes when no refund email does, such as a cash refund or a $0.00 cancel.
Some cancels send nothing. Cancel invoice on an ordinary unpaid invoice sends no email, and neither does a $0.00 cancel of a store product line.
Queued refunds. No one is emailed while a refund waits for review. The family hears when Uplifter decides. See What happens when a refund is queued for review?
Check or change one. Each email above is a row on your System Rules tab. Full steps: How do I edit or turn off a built-in notification?
1
Open System Rules
Go to Settings > Communication > Notifications and open the System Rules tab.
2
Find the email
Type its name into Search rules by name…. Status shows Active or Inactive.
3
Switch it or reword it
From the row menu, choose Disable or Enable, or Edit to preview and reword it. The change applies to every later send.