Experiences & forms

Set guest rules, refund choice and support contact

Prepare instructions customers see before and after booking, and verify the generated terms and contact information.

The quick answer

Use Rules & Guidelines in Final Touches for guest instructions, Pricing & Spots for Allow Cancellation & Refund, and Guest support contact in Review for dedicated assistance. Then inspect Event Terms & Refund Policy from the customer checkout.

Follow these steps

  1. Open Final Touches → Rules & Guidelines. Add a Content Section title and body for the rules you want to display.

  2. Add Guidelines (Before joining) for preparation or conduct instructions and Success Note (After joining) for the customer's next steps.

  3. Add Email Confirmation Note when instructions belong in the confirmation email. Keep it within 300 characters and omit emojis, then choose Save Rules.

  4. In Pricing & Spots, review Allow Cancellation & Refund. The standard attendee refundable window closes two calendar days before the experience starts; state the cutoff clearly in the customer-facing instructions.

  5. In Review, add Guest support contact only if guests need a dedicated contact. Select an available team contact or enter the name, role and support channels. Leave it blank to use the default organizer details.

  6. Finish saving the experience. Open the customer checkout's Event Terms & Refund Policy link and confirm the refund summary, organizer and support details.

  7. If the generated refund policy conflicts with the arrangement you intend to offer, contact support before publishing that arrangement.

Good to know

  • Rules & Guidelines supplies your page instructions. It does not replace the generated Event Terms & Refund Policy or change the refund setting by itself.
  • Email Confirmation Note is sent in the confirmation email rather than displayed as general app content.
  • Dedicated support contact is optional, and complete phone/WhatsApp details make the generated support actions usable.
  • Use a clear cutoff date and time zone rather than the ambiguous phrase 'within two days'.

If something isn’t working

  • The refund summary has not changed: check Allow Cancellation & Refund and save the experience; editing the Rules title does not change that setting.
  • Guests cannot find your confirmation note in the app: that note is email-only. Put persistent instructions in the Success Note or public content section.
  • The wrong contact appears: review the selected team member and saved Guest support contact, then recheck the customer terms.
  • You need a different automatic refund cutoff: the available switch does not provide a custom cutoff editor. Contact support before promising a different rule.

Still need help? Include the club, screen, action and error message so our team can find the right issue.

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