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What to Do When a Client Asks for a Refund: A Guide for Energy Healers

October 23rd, 2025

6 min read

By Ann Darmstetter

Refunds and Boundaries: Navigating Client Discomfort with Clarity

refund payment cashWhy Refund Requests Are So Emotionally Charged for Energy Healers

There’s no script for the moment a client reaches out after a session and says, “Something didn’t feel right.”

Whether the concern is voiced gently or sharply, it tends to land in the same place-your nervous system.

You may find yourself questioning what happened, wondering what you missed, or feeling the pull between caring for the client and protecting your energy.

And if a refund request is part of the conversation, the stakes can feel even higher.

As an energy or holistic practitioner, your work is personal. It’s layered. It lives at the intersection of intuition, ethics, and human emotion. That’s why refund decisions aren’t just about money…they’re about meaning.

At EMPA, we’ve supported thousands of practitioners through the uncomfortable moments that don’t get talked about enough; the gray zones. We understand that your desire to handle things professionally doesn’t mean you always know exactly what to say or do. Especially when a situation catches you off guard.

In this article, you’ll find a thoughtful approach to refund requests: Not a script. Not a rulebook. But a framework you can return to when your values, your boundaries, and your emotions are all sitting at the same table, waiting for you to speak.

The Pros and Cons of Issuing a Client Refund

pros and cons comparing yes or no check and X

Refund requests don’t just tap into your business policies. They tap into your sense of integrity, your relationship with your work, and your emotional bandwidth.

Whether you’re considering a refund out of principle, pressure, or confusion, it helps to step back and examine what each choice might create.

Below are some of the most common reasons practitioners choose to issue a refund- and just as importantly, why they sometimes choose not to.

Check mark yesReasons You Might Choose to Offer a Refund

  1. To clear energetic entanglement
    Sometimes, offering a refund isn’t about who was “right.” Instead, it may clear the energetic residue of a misalignment. A refund can be your way of releasing the dynamic and reclaiming your space.
  2. To maintain client goodwill or preserve reputation
    If the situation feels like it could escalate -  or if the client is visibly distressed - some practitioners choose to refund as a gesture of professionalism. In certain cases, it can de-escalate tension and maintain the relational tone you want associated with your practice
  3. To honor the client’s experience
    You might feel that - even if you did everything right - the client’s outcome wasn’t what they expected or needed. Offering a refund in these situations can feel like an act of care, not concession.
  4. To protect your own peace
    Sometimes the cost of holding your ground is higher than the cost of the refund. If a client becomes overly demanding or emotionally charged, a refund can draw a clear line and allow you to disengage fully.

X noReasons You Might Choose Not to Offer a Refund

  1. To uphold the value of your work
    You showed up, you prepared, and you delivered the session with integrity. The client’s outcome is ultimately out of your control. Choosing not to refund doesn’t mean you’re hard-hearted. It could simply mean you’re respecting the container you created.
  2. To avoid reinforcing unhealthy patterns
    If you notice yourself refunding out of guilt, people-pleasing, or feeling anxious about being seen as “unspiritual,” it’s worth a pause. Sometimes, saying no is what breaks a pattern, both for you and the client.
  3. To maintain clear business boundaries
    When refunding becomes the default response to discomfort, it can blur the lines between service and self-sacrifice. Holding a firm boundary helps signal that your time and expertise have value, even when outcomes vary.
  4. To avoid setting unintended precedent
    Some practitioners worry that refunding once creates an open door for future clients to request the same. While each case is unique, it’s fair to consider the long-term ripple effects of your decision.

You may find yourself resonating with points on both sides-and that’s okay. There’s no one-size-fits-all answer here. Understanding the trade-offs of each path can help you make a choice you won’t second-guess later.

Struggling to say no…especially with the people you love?
📖 Read: How to Set Boundaries When Friends and Family Ask for Free Sessions and learn how to protect your energy, value your time, and stay connected without compromising your practice.

which one questions decision choosingHow to Decide What’s Right for You

When emotions are high (yours or the client’s) it’s easy to default to reaction: say yes too quickly, say no too firmly, or rush to “fix” something that isn’t actually yours to repair.

Consider that refund decisions are rarely urgent. What they require isn’t speed.

It’s clarity.

Below are a few questions to help you step out of emotional reactivity and into informed, aligned decision-making.

1. What exactly is the client asking for?

Are they asking for reassurance, validation, a follow-up conversation- or an actual refund? Until you’re clear on their request, don’t jump ahead.

What would feel supportive to you at this point?
Are you looking for a follow-up conversation, or are you asking to end our work together?

2. Am I responding from alignment-or from guilt, fear, or self-doubt?

  • Would I still feel good about this choice tomorrow?
  • Am I trying to avoid being misunderstood?
  • Is this about keeping peace or staying in integrity?

3. Was there a breakdown in clarity or communication?

If expectations weren’t clear upfront- or if something was misinterpreted- a refund might feel warranted. On the other hand, if your intake, consent, and communication were solid, you may feel confident standing by the container you held.

4. Is this a one-time situation-or a recurring pattern?

If this has happened more than once, the issue may not be your policy- it may be your boundaries, pricing, or ideal client alignment.

5. What outcome honors both of us?

Would a partial refund, follow-up session, or clarification better serve the moment than an all-or-nothing decision?

Your decision should reflect your values, protect your energy, and feel like something you could stand by without resentment.

conversation talking chattingHow to Professionally Communicate Your Decision

Once you’ve made your decision, the next challenge is how to communicate it.

Try not to think about it as saying the “perfect” thing. What you’re accomplishing is a harmony between  your words and the tone you want to embody in your practice: respectful, calm, and clear.

arrow with greenIf You Choose to Offer a Refund

Here are some examples to give you an idea of how you might approach the conversation:

Thank you for sharing how the session felt for you. While I held the session with care and professionalism, I understand that it didn’t meet your expectations. I’ll be processing a refund today so we can both move forward with clarity.

Or:

Although I stand by the work we did together, I recognize it may not have felt like the right fit. I’ll be issuing a full refund and wish you all the best on your path.

arrow with redIf You Choose Not to Offer a Refund

Here are a couple more examples you may consider, adjusting it to your tone and personality:

I’m sorry to hear the session didn’t resonate as expected. While I don’t offer refunds for completed sessions, I’m happy to schedule a brief follow-up call to help process anything that may have surfaced.

Or:

In alignment with my policies, I don’t offer refunds after services have been rendered. That said, I appreciate you reaching out and would be glad to offer other forms of support if appropriate.

clock time waitingIf You Need Time to Reflect

Finally, if you need a little more time, something along these lines could help: 

Thank you for reaching out. I’d like to take a little time to sit with your message before responding more fully. I’ll be in touch within the next 48 hours.

This kind of pause can be the difference between reacting and responding with confidence.

leader goals climbing the ladder moving forward growthProtecting Your Practice Moving Forward

Whether you refunded or didn’t, what matters most is that you moved through the experience thoughtfully. Now, let’s look at how to reduce the likelihood of being here again.

  1. Strengthen your client agreements
    Clear intake forms, informed consent, and transparent booking policies can help manage expectations before a session even begins.
  2. Craft a refund policy you can live with
    This isn’t just about what you allow-it’s about what you can stand behind. Whether it’s “no refunds” or “case-by-case,” make sure it reflects your values, and include it where clients will see it.
  3. Document interactions
    Save emails, summarize calls, and keep a log when client communication feels tense. This protects your business and gives you clarity.
  4. Know when to refer out
    If a client’s concerns drift into medical, psychological, or emotional territory beyond your scope-refer them. It’s not avoidance. It’s professionalism.
  5. Reflect and integrate
    Ask: What would I do differently next time? What did I learn about myself, my boundaries, or my work?

Then thank yourself. You just practiced leadership.

Even the most caring practitioners can get pulled into a claim.
📖 Don’t miss: Can You Really Be Sued for Something You Didn’t Do? Here’s How to Prepare. Discover the practical steps that safeguard your practice…before you ever need them.

female healer with heartWhat’s Next: Leading with Boundaries and Integrity

No matter how skilled or intuitive you are, situations like this will come up. Not because you failed, but because this work lives in the realm of the human, the emotional, the unpredictable.

There’s no gold star for saying yes or no. The real mark of integrity is whether your response reflects who you are-and the kind of practice you’re building.

At EMPA, we know that being a professional energy healer takes more than intuition—it takes leadership. That’s why we offer more than just insurance. Our membership benefits include real-world guidance to help you navigate challenges, build a resilient practice, and grow as a leader in this evolving field.

→ Explore EMPA’s resources and elevate your work with clarity and confidence.

Hold your boundaries. Lead with care. And remember you’re allowed to protect your peace and your professionalism at the same time.

Disclaimer: This article is for educational purposes only and does not provide legal, financial, or medical advice. The examples are general, and coverage may vary by policy. Always refer to your insurance provider or policy language for specific details, as the policy terms take precedence. For legal concerns related to your practice, consult an attorney.

Ann Darmstetter

Ann is proud to be part of an organization that leads the way in promoting safe practice for energy healers and holistic professionals. She believes in the power of alternative health and is passionate about ensuring practitioners have the resources and protection they need to thrive. Being part of EMPA allows her to contribute to a mission that goes beyond insurance—it’s about empowering practitioners to build safe, ethical, and well-run practices that serve their communities with integrity. She also provides direct support to members, answering questions about policies, coverage details, and how EMPA can best protect their practice. Her role is all about making the insurance process smooth, clear, and hassle-free, so members can focus on their work with confidence.

EMPA Insurance policies are underwritten by Tokio Marine Specialty Insurance Company which is a wholly owned subsidiary of Philadelphia Consolidated Holding Corporation (PHLY), a member of the Tokio Marine Group. Tokio Marine Specialty is an Excess and Surplus lines commercial insurance carrier serving specialized industries in all 50 states, including Washington, D.C. and the U.S. Virgin Islands. PHLY is rated “A++” (Superior) by the A.M. Best Company and “A+” by Standard & Poor’s.

The information provided on our website does not guarantee any coverages or services, nor does it constitute legal, tax or insurance advice; instead, all information, and materials available on this site are for general educational purposes only.