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How to checkout your client's with deposits

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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. You can set policies regarding deposits, such as caveats when individuals are unable to attend their appointments for genuine reasons. 

In this article you will learn how to view, edit, and redeem deposits during checkout. For more information on changing a deposit into a customer credit, you can see our help guide How to change a deposit into a client credit.

 

 

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.

 

 

How to view, edit, or remove a client's deposit

Step-by-step instructions

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

 

2 Click checkout on the client's appointment with the deposit. From here you can click the x icon to revert the deposit amount to a customer credit.

 

3 The deposit is then credited to the client on their profile. You can see the credit on the payment screen at checkout too. If the deposit was removed by mistake, click on the credit button to add it back into the appointment.

 

Timely note: to view a client's deposit, all you need to do is open the booking details. The money icon that will appear on their booking to let you know that the deposit has been paid already!

 

 

How to checkout a client post-deposit

Step-by-step instructions

1 Start by beginning the checkout process for the client. The deposit will already be credited to the invoice, so there is nothing special that you need to do here.

 

Timely tip: for more information on checking out your clients, see our help guide How to checkout your client's.

 

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