Service Deposits: Taking Prepayment for Appointments
Service Deposits
Taking a service deposit
This can be utilized for In Person and Virtual Appointments
POS must be enabled to utilize this feature
Step 1: From the appointments tab, head to Smart Configuration and then the service tab. Click on the service you'd like to take a deposit on.
Step 2: Click Yes and associate your deposit amount. Click through the 3 steps and save your service.
View from Online Booking:
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When a deposit is charged, you will see an invoice like this in the sales tab/payment history
Once the client has been charged, you will find the deposit as a Dollar Credit in their wallet. You'll be able to use this at check out in the Tender Screen as a form of payment!
When it comes to reporting, this service deposit will show under the
Wallet Credit section in your Sales Summary and when used as a Wallet Debit
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Additional Features
If a user decided to
Waive the Service Deposit, you will see this in the
User Activity Log which can be found from the control center and click the clock icon:
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