Charge for Past Events or Reservations

Overview

If a Customer needs to be charged for a past Reservation or Event, staff can go to that Reservation or Event and complete a charge.

Charge a Customer who is already on the Reservation or Event

1. Open the Reservation or Event in the Dashboard.
2. Go to the Purchase tab.
3. Click the + Charge button.
4. Select the Customer's name.
5. Choose the item to charge. See Choosing what to charge for.
6. Complete the charge.

Charge a Customer who was not on the Reservation or Event

You cannot add a Participant to a past Reservation or Event. Add the Customer as a Non-participant instead, then charge them from the Purchase tab.

1. Open the Reservation or Event in the Dashboard.
2. Add the Customer's Profile as a Non-participant.
3. Save and exit the side panel.
4. Refresh the page.
5. Open the Reservation or Event again.
6. Go to the Purchase tab and click the + Charge button.
7. Select the Customer's name and complete the charge.

You must save and refresh before the name appears. A non-participant you added without saving and refreshing the page does not show in the Customer list on the Purchase tab. This is the most common reason the flow looks broken.

When adding a Customer to an Event, you can add them as a Non-participant, even if the Event is full.

When adding a Customer to a Reservation, the Reservation must already be on the Dashboard, and then the Customer can be added as a Non-participant.

Use the Customer's email as the unique identifier so you do not mix them up with other Customers who have the same name.

Choosing what to charge for

The items to charge sit in the Services drawer of the charge panel. The drawer holds items such as Event Signup, Booking, and Class.

Match the item to what the Customer actually did:

What the Customer did	Item to charge
Played a Reservation	Booking
Attended an Event, Clinic, or Class	Event Signup

If the Services drawer is empty or missing the item you need, add the Service items to your Shop first. They then appear in the drawer for every charge.

Verify it worked

Reopen the Purchase tab of the Reservation or Event. The completed charge is listed against the Customer's name.

Common issues

• The Customer's name is not in the list on the Purchase tab: You added them as a non-participant, then did not save and refresh. Save the side panel, refresh the page, and reopen the Reservation or Event.
• The charge fails: Read the failure reason shown on the charge. A declined card on a Membership charge follows a separate process. See A Membership charge failed and the Customer's card was declined.
• You cannot add the Customer as a Participant: This is expected for a Reservation or Event in the past. Add them as a Non-participant.