Set your deposit rules
Navigate to Admin>Organisation Settings>Settings>Online Booking & Deposits
Tick the "Allow online booking deposit" check box
Rule for deposit:
Every time: a deposit will be charged at each visit, regardless of the amount of money on their account.
Account difference: your client's account total will be checked first. They will be asked for the difference if they do not have enough in their account to cover the deposit.
Rule for deposit when multiple services booked:
Sum: the deposits for each service will be combined.
Single: only one deposit will be asked for - it will be the largest deposit of the services booked.
Default deposit rule: Choose whether to charge a fixed amount or a percentage of the value of the service. This will be the amount charged when you select "Default deposit" on your services
Click "Save"
Set deposits for services
Navigate to Admin>Services
Click on the category or service you wish to set for an online booking deposit.
Go the the "Online Booking & Deposit" section and choose the type of deposit and value.
Deposit invoicing & payment
When a client pays a deposit for an online booking, an invoice is created for them with an account item. When paid, this amount is added to their account to be used at a later date.
The payment is taken by Coherent Payments and the payment type will show on the invoice as the client's card. The money will appear in your business bank account within 48 hours.
TIPS:
💡 Don't forget to update your "T&C text before completing online booking" lower down the page. This is the text that you client will see and click "I understand" before proceeding to the payment screen.
You may want to update this text to reflect the changes you have made, especially if you were not taking deposits previously.
💡 At the end of each week or month, it would be a good idea to search for unpaid invoices and void any abandoned online deposit payments.