How to take a deposit when you book an appointment

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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. Deposits are not only great for online bookings, they can also be taken when you are making an appointment for your client yourself. In this article you will learn how to take a deposit when you book an appointment.

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 calendar from the main menu in your Timely account dashboard.

2 Click on the time you want to make an appointment, then add appointment.

3 Add the client's name and pick the service they would like to book.

4 At the bottom right of the pop up screen, click add a deposit.

5 Type in the amount of the deposit, and add the reasoning in the field available.

6 When you are ready, click save and pay. Take the payment as you usually would!

7 Click done to complete. The booking will now be in your calendar. You will see a deposit icon in the top right hand corner of the booking to show that the deposit has been successfully paid.

Timely tip: if your client is not in person and has instead requested an appointment over the phone or in a message, you can send them a link to pay the deposit remotely. The deposit can only be redeemed for an appointment once it has been fully paid. For more information on sending invoices to your clients, see our help guide How to send invoices for online deposit payment.

How to take a deposit when you book an appointment

Step-by-step instructions

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