How to set up online deposits

This article is for:

Build

Elevate

Innovate

Online deposits are a way to get real time commitment from your clients when they make a booking, giving you confidence in their legitimacy. Should anything fall through, this also ensures you are able to pay your staff for the clients absence. You can set policies regarding deposits, such as caveats when individuals are unable to attend their appointments for genuine reasons. See our help guides on cancellation policies and charges for more information. In this article you will learn how to set up online deposits.

Timely note: the deposits feature is available if you use Timely as your payment provider (TimelyPay). If not, it's only available on Elevate and Innovate plans. Should you wish to upgrade your plan, you can find more information in our help guide How to change your Timely plan.

Step-by-step instructions

1 Head to setup from the main menu in your Timely account dashboard.

2 Click online payments, and then choose the type of deposit you want to set up.

3 From here, enter the percentage or fixed amount you will be taking.

4 If you use TimelyPay as your payments provider, you can activate card capture.

5 Now you can set your cancellation and change policies for online bookings. You do not have to do this to continue, however we strongly recommend it.

Timely tip: if you do decide to set a policy, your clients will see it when they book. You can customise these terms to suit your business. See our help guides on cancellation policies and charges for more information. In this article you will learn how to set up online deposits.

Related to:

How to set up online deposits

Step-by-step instructions

Related articles