Deposits FAQs

How can I see if a deposit was collected on an appointment?
You can quickly check if a deposit was collected on an appointment from your calendar or directly from the client’s profile. Tap the appointment and look for “Deposit” under the “Payments” section. 

How can I collect a deposit through payment links? 
You can use our Payments Links feature to collect payment for a deposit that you are unable to collect in-person. You can learn more about this feature by clicking here. 

Why can’t I refund my client’s deposit?
You have 30 days from when a payment is taken to refund the transaction in the app. If you cannot process a refund because it has been more than 30 days, or you would like to offer a partial refund on a deposit, please get in touch with our support team at [e-mail] for assistance.

How do deposits appear on my report and analytics?

1. Sales Report: 
• Under Gross Sales, we will only show values here after the client has fully paid for the appointment. If you take a deposit in a previous period and the appointment is fully paid for in this period, the full amount of the appointment will be reflected in this section of the report. 
• Prepayments from previous periods: This line accounts for any Deposits paid in previous periods for appointments reflected in the above sales section. 
• Prepayments for future sales: This line will show any Deposits collected in this period that apply to appointments that will occur in the future.
• Refunds will appear under total collected, as refunds will be reflected in this report only if the refund occurred in the reported period.  
2. Appointments Report: There is a column to indicate if a deposit was collected on the appointment.
3. Transaction Detail Report: You will receive two report attachments, one that details what the client purchased in the Checkout Line Item Report, and one that details the actual payments a client made in the Transaction Details Report.
   
   

Can I collect a no-show fee on an appointment with a paid deposit?
Absolutely! Remember that the deposit and the no-show fee cannot equal more than the service price. For example, if you had a ‘Waxing’ service that cost $60. You may require a 50% deposit at the time of booking and a 100% cancellation fee to collect the balance cost of the service if the client is a no-show or late cancels their appointment. If the deposit amount paid covers the amount of the cancellation fee, then a second cancellation fee cannot be collected

How do I send a receipt for a deposit?
If a client pays a deposit online, they will automatically receive a receipt for their transaction. If you need to re-send a receipt to a client, tap into their appointment and choose ‘Send Receipt.’ You will have the option to resend the receipt via email or text.

Can I update the deposit amount on an appointment?
After a deposit has been paid on an appointment, you’ll need to refund the original deposit and then update the deposit amount required on the appointment. You’ll be able to do this by going into the appointment and selecting “edit” in the upper right-hand corner. You’ll be able to update the deposit amount and select “save.” After saving,  you will immediately be prompted to collect the new deposit amount from the client. You’ll be able to use the client’s card on file for this updated deposit amount. 

Can I collect a 100% service deposit fee?

At this time, service deposit requirements must be at least $0.50 less than the service price. This allows the order to remain open so that you can include gratuity or add-on services and products on the day of the appointment. If you would like to charge a 100% deposit on a service, we recommend setting the service price to $0.50 higher and then setting the deposit amount to the full-service price. You can then override the additional $0.50 at checkout on the day of the appointment to close the order.