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How Automation Is Transforming Deferrals, Transfers, and Refunds

Deferrals, transfers, and refunds can be the most stressful part of race management especially when plans change fast. But with smart automation, organizers can respond instantly and compassionately.

Philip Enders Arden
Content Marketing Manager

Philip Enders Arden is a storyteller at heart who brings his love of narrative to the haku marketing team.

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When Race Day Meets Real Life

Picture a race day morning on a cool autumn Sunday, when suddenly clouds start to build over the start line. Runners stretch nervously, volunteers check radios, and somewhere in the command tent an organizer watches a lightning icon blink on radar. Within minutes, a deluge. And the call comes: race canceled.

What follows is often chaos, as organizers dive into spreadsheets, make frantic phone calls, pull up half-formed refund lists, and deal with frustrated runners waiting for answers.

But that doesn’t have to be the case when race organizers have the power of automation on their side. Organizers with the right tools can launch a cancellation options page in minutes. Participants can choose to defer, donate, or receive a credit, and have an automated system process each choice instantly. Instead of confusion, there can be clarity. 

That’s what empathy looks like at scale. In endurance events, automation isn’t a cold efficiency play. Automation actually gives organizers the ability to show care when things go wrong.

The Hidden Stress of Manual Systems

Anyone who has managed an endurance event knows that behind every finish-line photo is a mountain of manual coordination. Refunds, deferrals, and transfers require input from finance, operations, and customer support. Every extra step on race day means another chance for error.

For example in some organizations, only finance can issue refunds, but if they don’t know why a runner needed it, that would require manual reviews that adds cycles and headache for racers. 

Paula Beebe, Associate Director of CX at haku, says that many long-running events still do it the way they always have.

"They are using spreadsheets and siloed systems that once felt safe but now create friction and burnout.”

Especially as events try to scale, this causes challenges. Manual work gives organizers control, but it also drains their time and focus. In an era where margins are thin and participant expectations are high, that model simply can’t keep pace.

Automation as Empathy in Action

Automation works when it reinforces rather than eliminating the human element. 

Take haku’s automation features for example. We can replace hundreds of micro-decisions with structured, customizable logic. Event Organizers set their own rules to refund, defer, donate, credit and the platform handles execution automatically.

Brynne Kelly, Director of Customer Experience at haku explained:

“Canceling an event is stressful enough. Automation means they can just go in, set the options, and know it will work.”

She went on to share that when weather forced a race to send out cancellation notices less than an hour before start time, the organizers used haku to communicate choices instantly. Participants selected an option, and the system updated records, triggered confirmation emails, and reconciled payments in real time. She added that they were able to do all this with “No spreadsheets and no panic.”

That is a classic example of how automation can support empathy. It removes the chaos so organizers can focus on reassurance, transparency, and community instead of damage control. When racers aren’t confused about whether or not to show up in the rain, they have a better experience and don’t lose trust in the event or its organizers. 

When Empathy Meets Efficiency

Participants notice empathy through speed and clarity.  Paula Beebe has seen it firsthand:

“Runners are passionate. They train all year. If something’s confusing, they’ll tell you right away. When something goes wrong, quick, precise communication makes the difference between loyalty and frustration. 

And it isn’t just for emergencies. Everything from abandoned registration follow-ups, membership reminders, even birthday greetings extend empathy beyond crisis moments. They keep the conversation going, building connection without adding workload. Once set up, they simply run, ensuring no runner feels forgotten. 

Culture, Scale, and the Shape of Empathy

Automation has to respect culture and scale. What works for New York Road Runners looks different from what works for a small-town 10 K, but runners need clear communication regardless. 

Large events juggle multiple teams from finance, marketing, and logistics. They need precision that allows for sensitive financial actions for the right teams while still keeping everyone aligned.

Brynn explained: 

“When you can manage processes in an intelligent automated tool, it keeps control where it belongs and removes the bottlenecks.”

Smaller races often hesitate to automate, fearing a loss of personality. Yet automation can amplify individuality by providing branded confirmation pages, personalized refund messages, and donation options that reflect the race’s mission. It replaces stress, without negatively impacting your brand.

Internationally personalization has its own considerations. Paula Beebe has watched European and Middle Eastern events work to balance automation and tradition.

“Many still print names on bibs or process data by hand, but once they automate, they see it makes them look more professional and participant-friendly.” 

Across geographies, automation succeeds when it honors local identity while simplifying the work. You know better than anyone what works or doesn’t for your own community, but automation can help you deliver those experiences. 

Transparency Builds Trust

Trust is the endurance industry’s real currency, and automation reinforces it. After all, your competition isn’t between you and other races, but rather between participation in your event and non-participation. 

And the fact is that participants don’t want apologies when something goes wrong. What they want is clarity. Automated deferrals and refunds provide immediate confirmation and clear digital records.

That’s one reason haku offers our unique participant support services to actually serve your registrants directly if you choose. Paula explained that haku’s participant support team can spot patterns within minutes of an issue arising because every interaction is logged system-wide. She even pointed out that: 

“We often know something’s wrong before the customer does and can start fixing it."

That responsiveness turns potential crises into opportunities to demonstrate reliability. Our team helps you ensure promises are kept quickly, traceably, and fairly.

Where Efficiency Meets Empathy

Endurance events are powered by people. No automated tool can replace their commitment, emotion, and grit. That’s why technology should amplify those human qualities, not replace them.

Automation frees organizers from reaction mode and lets them return to what they love: building community, telling stories, and celebrating human achievement. It turns what used to be one of the hardest parts of the job (namely manual deferrals, transfers, and refunds) into a smooth, respectful experience for everyone involved.

If you’re ready to start building empathetic, automated experiences to make race day a breeze for your participants, talk to haku today. 

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