FAQs

Editing a Reservation after the Payment has Been Captured

Sometimes changes happen to a Reservation after it's been paid. Here's how to handle it.

Examples:

Refund: Payment has already been captured, but the party decreased from 6 people to 4 people after the fact thereby creating a refund due to the Customer).

Payment: Payment has already been captured, but the party jumped from 2 to 4 people after the fact (thereby creating payment due to the winery).

NOTE: Closed Out Reservations cannot be edited.


Editing a Reservation that's already paid

Example 1: Refund Due to the Customer

  1. Upon viewing the Reservation, click the Edit Reservation button.
    Screen Shot 2023-09-25 at 2.41.12 PM
  2. In the popup modal, you will see a yellow flag at the top. Here's basically what it means: Any changes that you make - that affect the price already paid (extra charge or refund) - will need to be handled manually. 
  3. Make applicable edits and click the Save Reservation button. (In this example we are changing the Guest count from '2' to '1' (thereby creating a Refund due).

    Screen Shot 2023-09-25 at 2.37.13 PM

  4. Now you'll notice that the Reservation Summary reflects the edit of '1', but the paid Order Summary still displays the original paid order of '2'.
    Screen Shot 2023-09-25 at 2.31.40 PM
  5. Next click the View Order button.
    Screen Shot 2023-09-25 at 2.48.21 PM
  6. Click the More Actions button and choose Refund.
    Screen Shot 2023-09-25 at 2.53.22 PM

  7. Edit the count to '1' and process the Refund.
    Screen Shot 2023-09-25 at 2.53.51 PM

To learn more about Refunds, click here.


Example 2: Payment Due to the Winery

  1. Once you are viewing the Reservation, click the Edit Reservation button.
    Screen Shot 2023-09-25 at 2.41.12 PM
  2. In the popup modal, you will see a yellow flag at the top. Here's basically what it means: Any changes that you make - that affect the price already paid (extra charge or refund) - will need to be handled manually. 
  3. Make applicable edits and click the Save Reservation button. (In this example we are changing the Guest count from '2' to '4' (thereby creating an additional charge due).
    Screen Shot 2023-09-25 at 3.01.00 PM
  4. Now you'll notice that the Reservation Summary reflects the edit of '4', but the Order Summary still displays the original paid order of '2'.
    Screen Shot 2023-09-25 at 3.06.04 PM
  5. So now you need to charge the additional 2 Reservations. You'll do this by creating an Order in the POS. 
  6. In the Reservation, choose POS Orders > Add button.
    Screen Shot 2023-09-25 at 3.19.07 PM
  7. Add the applicable Reservation Experience and quantity to the Cart. Process as normal.
    Screen Shot 2023-09-25 at 3.25.46 PM

Note that you could also use the Exchanges feature for this purpose. Learn more about Exchanges here.