# Collect a community class refund alternative

Example: An adult class participant cannot attend the final session. The participant wants a refund, but the program gives an offer for an approved transfer alternative.

By Righthand Team · 2026-10-17

Source: https://www.righthand.ai/blog/collect-a-community-class-refund-alternative

An assistant is an alternative when a customer conversation must have a financial decision.

A transfer form is sufficient when the participant accepts the approved alternative.

This article is from Righthand. The customer story and result are illustrative.

## The work that the customer wants

An adult class participant cannot attend the final session. The participant wants a refund, but the program gives an offer for an approved transfer alternative.

The administrator supplies the transfer terms and participant email. Finance staff give approval for refunds.

The Righthand has its own email address and phone number. You can give instructions by email, text, phone, or Slack. [Righthand introduction](https://docs.righthand.ai/introduction).

For this example, the Righthand uses its own email address. It identifies itself as the team's assistant. Company account access is a different setup choice. [Account connections](https://docs.righthand.ai/guides/adding-your-first-connection).

## The request to the Righthand

> Send the participant the supplied transfer alternative.
>
> Get the participant's decision about a transfer.
>
> Send the refund request to finance staff.
>
> Get approval before you offer money back.
>
> Send the program administrator the result in this conversation.
>
> Use Pacific time for the deadline.

## What the Righthand does

The Righthand sends these questions by email. It sends the reply to the program administrator.

Finance staff must give the refund decision. A transfer offer does not establish a rejected refund claim.

## An illustrative result

> The participant rejects a transfer and wants a partial refund. The refund remains undecided.

Finance staff give a decision about the request before the administrator sends the final response.

## Access and permission

If you want direct account access, connect the account independently. Make sure that the Righthand has the necessary operation and access. A catalog entry does not establish each available action. [Connection Permissions](https://docs.righthand.ai/guides/add-a-connection).

With **Ask**, an outward instruction must identify the recipient and task. New approval can be necessary for a changed commitment. Connection tool permissions are another required control. [Communications Policy](https://docs.righthand.ai/security/external-communications).

## Try the procedure with one task

1. Give the Righthand one task with a teammate as the contact.
2. Make sure that the teammate receives the permitted email.
3. Tell the teammate to reply with a different request.
4. Compare the returned decision with that reply.
5. Examine the email records in [Activity](https://docs.righthand.ai/guides/working-with-your-righthand).

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