How Uplifter’s Self-Serve Withdrawal Tool Saves You Time

Credit card refund from self-serve withdrawal

What happens when someone registers for the wrong class at your club, school or studio?

For many clubs, a registration error like this can add yet another task to the lives of their busy administrators. Even with easy-to-use software automations, administrators have always had to be involved when a club needs to withdrawal a participant from a class.

Until now.

Introducing the Self-Serve Withdrawal Tool:

Using Uplifter’s self-serve withdrawal tool your club, school or studio can empower customers to easily complete their own withdrawals.

Whether a customer accidentally signed up for the wrong class, or decided they wanted to try another class; it’s no problem. They can easily remove themselves from a class with our new self-serve withdrawal option.

Now customers don’t have to wait for administrators, and administrators are free to focus on supporting members with tasks that are more meaningful to your business.

Dancer stretching with her instructor

How do self-serve withdrawals work for clubs, schools and studios?

Uplifter’s self-serve withdrawal tool allows your administrators to set rules for which classes offer self-serve withdrawals. Administrators can also set deadlines that customers have to withdraw by, and they can establish how customers will be refunded.

Once self-serve withdrawals are set, withdrawal buttons will appear beside appropriate classes across your Uplifter system.

How do self-serve withdrawals work for customers?

If a customer wants to withdraw from a class, they can simply navigate to their participant profile or their calendar.  From there, all they have to is click the withdrawal button that appears beside the eligible class.

Once a customer clicks the withdrawal button, they’ll follow a few simple steps to withdrawal themselves (or their child) from the selected class.

Then, our custom algorithms can quickly run in the background to automatically determine the amount your customer will be refunded. Once the refund is processed, your customer will see the transaction on their profile and they can move on to register for another class.

Woman performing self-serve withdrawal on a computer

Enjoy unmatched flexibility for self-serve withdrawals

We understand that withdrawals happen for a variety of reasons and we know your members are all unique. Some may just be dropping in, while others may be returning for their tenth year! That’s why we’ve built this tool to be extremely flexible for your business.

Using self-serve withdrawals, administrators can choose to automatically prorate refunds, refund to credit card, or only refund to a gift certificate. There are a wide range of options, and they can all be customizable to meet your specific business needs.

For example, some clubs may prefer that their administrators handle refunds when someone withdraws from a class. That’s no problem. In this case, admins can quickly navigate to the customer’s profile and still use Uplifter’s algorithms to test their calculations before manually processing their refund.

Ultimately, we’ve built our self-serve withdrawal tool to adapt to your business and save you time.

Want to learn more?

If you’re new to Uplifter and want to learn more about this tool, feel free to request a call. One of our team members will be happy to show you how self-serve withdrawals would work for your business.

For existing Uplifter customers, you can get more in-depth information about self-serve withdrawals in our learning center or by contacting customer support at any time.

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