Using a client deposit

Deposits are a fantastic way to protect yourself from last minute cancellations and time wasters, but once your client has paid a deposit there are a number of different ways you can use them. This article will cover:

  1. Viewing a deposit
  2. Checking out an appointment with a deposit paid against it
  3. Adding a deposit paid appointment to another sale
  4. Forfeiting deposits

This feature may not be available on your current plan. Find out how to upgrade in our How to change your Timely plan guide.


1

Viewing a deposit

It's easy to see if an upcoming appointment has had a deposit paid against it. If an appointment has had a deposit paid it will:
  • Show a money icon on the calendar
  • Show the deposit amount paid on the calendar popover
  • Show the deposit amount on the appointment details screen

All deposits paid by the client will also show up in the Credit tab of their customer page. To view this, click on the client's name, then click 'Credit'. The 'Active' status shows that a deposit has been paid but not yet used. It will change to say 'Redeemed' when it has been applied during checkout.
By clicking on the Edit button you can view the full details of the deposit.
Including the full activity history
2

Checking out an appointment with a deposit paid against it

Checkout is painless, Timely will automatically add the deposit to the sale!
  1. First, simply click on checkout from the calendar. A new sale will be raised with the deposit appearing automatically! 
  2. If the deposit covers the total value of the appointment, just click save and you are done. Otherwise, after clicking save you will then have the opportunity to add additional payments as normal.
  3. Once the deposit has been used during checkout, the value of the credit will no longer be viewed as a liability within Timely and will show up as revenue in your sales reports when they include the sale that the deposit was used on.
3

Adding a deposit paid appointment to another sale

When adding other appointments to a sale, if the other appointment has a deposit paid against it, it will be added as a line item to the sale you are adding it to. 

4

Forfeiting a deposit

Sometimes you will need to change a deposit into a normal client credit, or into revenue. There are a few circumstances where this might happen.

Converting a deposit to a credit

If you would like to, you can convert a deposit into a normal customer credit so that it is not attached to a specific appointment and can be used on any sale associated with that client. You might want to do this if someone cancels their appointment outside your cancellation period but they don't want a refund. This can be done in a few ways.

  1. Find the deposit in the credit tab of the client's profile, then click edit
  2. With the deposit open, click on the options button and select Detach from appointment
  3. The deposit will now be a normal customer credit, available to be used as payment for any sale involving the client

Client cancellations

When an appointment with a deposit is cancelled, the deposit will revert to a normal customer credit by default. However, you have the option to take all or some of the deposit as a cancellation fee. To do this during cancellation:
  1. First, open up the cancellation screen
  2. Then click on the Charge a cancellation fee link

  3. When you click Cancel appointment the deposit will have it’s balance reduced by the value of the cancellation fee and if there is any remaining balance it will be converted to a customer credit attached to the customers profile. 

When a client does not show up

You can also choose to have a client forfeit their deposit when marking an appointment as did not show. 
  1. Mark the appointment as Did not show 

  2. By default, if you now save the appointment the attached deposit will be converted to a customer credit attached to the client profile. 
  3. But you also have the option to charge them a fee by clicking on 'charge a fee'.

  4. When you save the appointment the fee chosen will be deducted from the deposit, and if there is any remaining balance it will be converted to a customer credit. 
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