Refund & Cancellation

Clear refund policies, enforced automatically

Define refund windows, cancellation fees, and partial refund rules once. EquipDash enforces them on every booking, sends the right emails, and processes refunds — no manual intervention.

GENERAL
Dashboard
AI Assistant
OPERATIONS
POS
Calendar
Bookings
SERVICES
Rentals
Experiences
Store
MANAGEMENT
Customers
Process Refund — #184 Cancelled
TB
Tom Bradley
Cancelled 2 hours before pickup
ITEMS
Mountain Bike
1 day rental
$45.00
Helmet
1 day rental
$15.00
REFUND CALCULATION
Booking total $65.00
Cancellation fee (25%) −$16.25
Refund amount $48.75
REFUND METHOD
VISA Visa ending in 7821
Refund typically appears in 5-10 business days
Policy Applied
Standard Cancellation Policy
• 25% fee within 24 hours
• Full refund if 48+ hours
• Non-refundable deposit: $0
Refund Processed
Visa •••• 7821
$48.75
Email confirmation sent

Free 21-day trial of all features, no credit card required.

Complete platform with online rental store and mobile app.

Easy setup with access to support and onboarding specialists.

Refund Policies
Assign per product or booking type
Standard Policy Active
Full refund 48+ hours • 25% fee within 24 hours • No refund under 2 hours
+5 products
Non-Refundable Active
No refunds after confirmation • Full deposit required
+2 products
Flexible Policy Draft
Full refund up to 1 hour before • 10% fee after
Standard Policy Rules
48+ hours before 100% refund
24–48 hours before 75% refund
Under 2 hours No refund

Build policies that match your business

Create refund and cancellation rules per product or booking type. Set deadlines, percentage-based fees, and non-refundable deposit amounts. Assign policies at the product level so each offering has the right rules.

Automated enforcement, no exceptions

When a customer cancels, EquipDash checks the policy, calculates the refund amount, processes the payment, and sends a confirmation email — all automatically.

Automated Refund Flow
Booking #186 — James Chen
Customer cancelled
36 hours before pickup
Policy checked
Standard Policy → 75% refund
Refund processed
$63.75 → Visa •••• 3194
Confirmation email sent
james.chen@email.com
Inventory restored
Mountain Bike → Available
Inventory Restored
Mountain Bike
SKU: MTB-001
5 → 6
Helmet
SKU: HLM-015
8 → 9
Manual Override
Booking #182 — Sarah Kim
Policy says: No refund
Cancelled under 2 hours before pickup
OVERRIDE ACTION
Partial refund (50%)
Full refund
Convert to store credit
Override Summary
Original booking $95.00
Policy refund $0.00
Override refund $47.50
Logged by: Admin — Feb 20, 2:34 PM

Handle edge cases with manual overrides

For exceptions, your team can override the standard policy, issue a partial refund, or convert a cancellation to credit. Every override is logged for your records.

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All-in-one solution that runs your entire business

The ultimate all-in-one solution that runs your entire business from one dashboard.

  • Bookings
  • Customer Experience
  • Resource Management
  • Operations
  • Dash AI
  • Scheduling & Logistics
  • Integrations

Bookings made easy

Online booking, POS, and automated workflows keep customers booking and you stress-free.

  • Online Booking
  • Booking Management
  • POS Management
  • Waitlist Management
  • Workflow Automation
  • Secure Payment
Bookings
All 234 Rentals 188 Experiences 46
Booking # Date Customer Status
#132 Mar 5 David Green Confirmed
#131 Mar 4 Sarah Chen Picked Up
#130 Mar 3 James Walker Cancelled
#129 Mar 2 Megan Allen Confirmed
#132 David Green Confirmed
Mar 5 — Mar 7, 2026
Items
Snorkel Set Adult · x2
$48.00
Beach Umbrella Large · x1
$25.00
Total $73.00

Delight your customers, drive loyalty

Build lasting relationships with CRM, digital waivers, loyalty programs, gift cards, and automated campaigns — all from one dashboard.

  • CRM
  • Reviews & Surveys
  • Promotions and Campaigns
  • Gift Cards & Vouchers
  • Digital Waivers
  • Custom Forms
Customers Search
ID Name Email Last Booking
165 Rachel Torres rachel@mail.com Feb 28
164 Kevin Park kevin.p@mail.com Feb 25
163 Lisa Chang lisa.c@mail.com Feb 22
162 Mark Johnson mark.j@mail.com Feb 18
RT
Rachel Torres rachel@mail.com
12 Bookings
$1,840 Spent
3 Waivers
Waivers Signed
Liability Waiver Feb 28
Equipment Release Jan 15
Submit
COUPON
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For your first purchase.
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Full control over every resource

Track inventory across locations, coordinate guides, manage product and experience catalogues, and plan for seasonal demand — all in real time.

  • Inventory Management
  • Guide Management
  • Product Catalogue
  • Experience Catalogue
  • Season & Schedule
  • Store Catalogue
Products
Product Name SKU Category Status Price
Stand Up Paddleboard SUP-01 Water Active $89
Snorkel Set SNK-04 Water Active $24
Beach Cruiser Bike BK-12 Land Low $35
Kayak Single KY-08 Water Active $65
Stand Up Paddleboard
SKU: SUP-01 Active
Availability by Location
Main Beach 8 available
Harbor Point 2 available
Variants
10ft All-Around 12ft Touring

Run your business smarter, operate flawlessly

Manage your team, maintain equipment, track performance with real-time reports, and connect your favourite tools through integrations.

  • Staff Management
  • Asset Equipment & Maintenance
  • Reports & Insights
  • API & Integrations
Dashboard This Month ▾
Revenue $12,480 +18%
Bookings 156 +12%
Active Customers 89 +8%
Revenue by Week
W1
W2
W3
W4
Today's Roster
JM
Jake Miller Guide · 8am–4pm
AL
Amy Lee Front Desk · 9am–5pm
TC
Tom Carter Maintenance · 7am–3pm

Work smart, not hard with intelligent features

EquipDash's Dash AI uses intelligent technology to streamline operations, reduce manual work, and help you make smarter business decisions.

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Dash AI Your intelligent assistant
Good morning! I noticed 3 bookings need attention today. I've also prepared your daily summary.
Show daily summary Revenue insights Check inventory
Quick Actions
Create Booking
Today's Bookings
Check Inventory
Usage this month
325 / 500 queries

Plan smarter, operate seamlessly

Build guest lists, generate trip manifests, and roster staff across locations — so you are always prepared, even during your busiest weeks.

  • Guestlist & Manifest
  • Staff Rostering
  • Calendar
Calendar This Week ▾
Mon
SUP x4
Snorkel
Tue
Kayak
Wed
Bikes x6
Dive
SUP x2
Thu
Kayak x3
Fri
Snorkel
SUP x5
Sat
Bikes x8
Dive
Sun
Kayak
Guest Manifest
Sunset Snorkel Trip Wed, Mar 5 · Guide: Jake M.
David Green +1 guest
Sarah Chen
Megan Allen Pending

Connect the dots with the tools you love

Stop wrestling with disconnected systems—EquipDash brings it all together.

Viator

Viator

Tripadvisor

Tripadvisor

Stripe

Stripe

HubSpot

HubSpot

QuickBooks

QuickBooks

Xero

Xero

Expedia

Expedia

Shopify

Shopify

Zapier

Zapier

WordPress

WordPress

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FREQUENTLY ASKED QUESTION

What would you like to know about EquipDash?

Find answers to your questions below. Contact us if you couldn't find what you're looking for.

Contact Us

Can I set different policies for different products?

Yes. Assign a unique refund and cancellation policy to each product or booking type.

Are refunds processed automatically?

Can I offer store credit instead of a refund?

Do customers see the policy before booking?

Can I override a policy for a specific booking?

Are cancellations tracked in reports?

Automate your refund and cancellation policies

Start your free 21-day trial and set up policies in minutes.

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