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 guide Frequently asked questions (FAQs): Deposits for more information on this feature.
In this article you will learn how to add deposits to appointments using the Timely iOS app, in addition to navigating cancelling appointments here a deposit has been paid already.
How to add a deposit to a new appointment
Step-by-step instructions
1
Create the appointment by selecting the customer and the required service/services and any additional information such as booking notes etc.
2
If a deposit needs to be added to appointment, click the save and add deposit option.
3
You will be taken to the deposit screen with the total charge for services shown as the default deposit amount for appointment. You can change the deposit amount to a partial amount as required by clicking on the default deposit amount.
4
Click save and pay once the correct deposit amount is entered.
5
Next you will arrive at the checkout flow to complete the step of accepting the payment for the deposit. Once you have done this, a paid deposit will be saved against the appointment.
6
If you wish to save an unpaid deposit instead of accepting the payment, click cancel in the raise sale screen and save the changes by clicking save. This will create an unpaid deposit against the appointment.
How to add a deposit to an existing appointment
Step-by-step instructions
1
Click on the appointment to which a deposit needs to be added from the calendar. Then select edit on the top right corner.
2
In the edit appointment screen select the save and add deposit option.
3
You will then be taken to the deposit screen where you can add the deposit amount and follow the same steps as shown above in the section how to add a deposit to a new appointment, to complete accepting the payment or saving as an unpaid deposit.
How to cancel an appointment with a paid deposit
Step-by-step instructions
1
Click on the appointment you need to cancel and select the reason for cancellation. By default you will be given the option to convert the paid deposit into credit. Click on the arrow to view other available options for the paid deposit.
2
You will be given three options to select from. If you wish to go ahead with the first or second option simply select the one you wish to proceed with and click save in top right corner.
3
If you wish to split the deposit into a partial cancellation fee and the rest to credit, enter the amount to be charged as the cancellation fee and click save to apply your changes. The balance will be automatically added to customer credit.
How to cancel an appointment with an unpaid deposit
Step-by-step instructions
1
Select the appointment to be cancelled and select the reason for cancellation, then click save. The unpaid deposit will automatically be cancelled.
Frequently asked questions (FAQs)
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Can I edit a paid or unpaid deposit?
This option is currently not available in the iOS app, only on the web browser
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Can I refund a paid deposit?
This option is currently not available in the iOS app, only on the web browser