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Credit Refund & Usage Policies for Reservations

Updated over 2 months ago

This article explains how credits, refunds, and loyalty points are handled when a reservation is canceled—and what happens automatically vs. manually depending on who performs the cancellation.

Understanding this distinction is important to avoid confusion for both staff and customers.


1. Admin / Staff-Initiated Cancellations (Manual Responsibility)

When a staff member or admin cancels a reservation from the admin side, nothing is automated.

You are fully responsible for the following actions:

  • Refunding the payment

  • Returning credits

  • Revoking or adjusting loyalty points

These steps do not happen automatically when a reservation is canceled by staff.

What this means

  • Canceling the reservation only removes the booking

  • No financial or credit adjustments are applied unless you do them manually

  • This gives operators full control, but requires deliberate follow-through


2. Customer-Initiated Cancellations (Automatic Handling)

When a customer cancels their own reservation, Birrdi automatically applies your cancellation policy.

If the cancellation is outside your cancellation window

✅ Refund is processed automatically
✅ Credits are returned automatically
✅ Loyalty points are restored automatically

No admin action is required.


If the cancellation is within your cancellation window

❌ No refund is processed
❌ No credits are returned
❌ Loyalty points are not restored

This behavior strictly follows your configured cancellation rules.


3. Key Takeaways

  • Admin cancellations = manual responsibility

  • Customer cancellations = automated, policy-driven

  • Credits, refunds, and loyalty points are only auto-handled when the customer cancels and meets your policy conditions

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