Deposits for online and phone bookings
Online clients pay the deposit as they book. Bookings you make by phone send the client a payment link. What each looks like, and what to do when a deposit hasn't come in.
Time: 3 minutes
Online clients pay as they book. Phone bookings get a payment link.
To set how much the deposit is, see Deposits, cancellations and no-show rules.
Online bookings
- The client picks a time on your booking site and pays the deposit there.
- The time is held for 30 minutes while they pay.
- Once paid, the booking is confirmed and the client gets their confirmation.
Not paid within 30 minutes? The time is let go and others can book it. Nothing is sent to the client.
While it's held, the booking shows Deposit due on the calendar, with "held until" a time, for example "held until 3:45 pm".
Keep a held booking
If the client calls to say they'll pay later:
- Open the booking
- Tap its status and choose Confirm booking
The booking stays put and won't be let go. The client gets the deposit link again.
Bookings you make
- Make the booking as usual and tap Book now
- The client gets the deposit link by text and email straight away
- When they pay, they get a "your appointment is confirmed" message
Until it's paid:
- The calendar shows Deposit due
- The booking shows "$30.00 deposit unpaid", and "Deposit of $30 not received" with when the link was sent
- The booking stays on the calendar. It's never let go by itself.
Send the link again
- Open the booking
- Tap Send link under "Deposit of $30 not received", or tap its status and choose Send deposit link
- Tick Send SMS to mobile, Send email or both. Check the number and email.
- Tap Send link
When the link stops working
A link stops working:
- A day after it's sent: the booking says "has run out"
- When an edit changes the deposit, for example you add a service: the booking says "stopped working when the booking changed"
No new link goes by itself. Tap Send new link to send one.
Moving the booking to a new time without changing the price keeps the same link.
What the client gets
- A text, for example: "Hi Sam! Deposit required for Biscuit on Sat 14 Nov 10:00am. Pay here: [link] - Example Grooming"
- An email asking them to secure their appointment by paying a deposit
- Once paid: a text and email confirming the booking
Waitlist offers
When you offer a freed time from the waitlist and it needs a deposit, the time is held for 5 hours while the client pays.
Good to know
- Book now & check in sends no deposit link: the client is already there. Take it all at check-out.
- At check-out, a paid deposit comes off the bill. The app shows what's left to charge.
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