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Creating Policies

Policies in EquipDash define the rules around cancellations and rescheduling. You can create different policies for different products or experiences, or apply a single policy across your entire catalog.

Creating a New Policy​

  1. Click Settings in the sidebar.
  2. Select Policies from the settings menu.
  3. Click + Add policy.
  4. Fill in the following fields:

Basic Details​

  • Policy name -- a descriptive name (e.g., "Standard Cancellation Policy", "48-Hour Cancellation").
  • Description (optional) -- an explanation of the policy or terms that may be shown to customers.

When Does This Policy Apply?​

  1. Choose when the policy takes effect:
    • Any time (no time restriction) -- the policy applies regardless of how close the booking is.
    • Within a specific time before booking -- the policy only applies if the request is made before a certain time (e.g., 2 days before the booking).

Applies To​

  1. Choose what this policy covers:
    • All products -- applies to every rental product.
    • All experiences -- applies to every experience.
    • All products & all experiences -- applies to everything.
    • Specific product categories -- select one or more product categories.
    • Specific products -- select individual products.
    • Specific experience categories -- select one or more experience categories.
    • Specific experiences -- select individual experiences.

Policy Rules​

  1. Allow customers to re-schedule? -- toggle on if customers can change the date/time of their booking.
  2. Allow cancellations? -- toggle on if customers can cancel. When enabled, additional options appear:
    • Refund percentage -- how much of the booking total is refunded (0% to 100%).
    • Refund method -- choose between refunding to the original payment method or issuing store credit.

The Add Policy form showing policy name, description, time rules, applies to, and policy rules

  1. Click Add.

Policy Examples​

Policy NameCancellationsRefundReschedulingTime Limit
FlexibleYes100%YesAny time
StandardYes100%Yes48 hours before
ModerateYes50%Yes24 hours before
StrictNo0%No--
Non-refundableYes0% (store credit)Yes72 hours before

Editing and Deleting Policies​

  • To edit a policy, click the edit icon next to it on the Policies page, make your changes, and click Update.
  • To delete a policy, click the delete icon and confirm. Deleting a policy does not affect bookings that were already made under it.

Things to Keep in Mind​

  • A policy only takes effect once it is assigned to products or experiences.
  • You cannot have two policies with the same time period assigned to the same product or experience.
  • The refund method setting only matters when cancellations are allowed and the refund percentage is greater than zero.
  • Customers see the applicable policy during the booking process in the widget, so clear naming and descriptions help set expectations.