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Your client has paid a deposit but now they've cancelled the appointment or didn't show up. The deposit will be turned into a client credit automatically. But, if you want to charge a cancellation fee, follow the steps below.
If you're on the Build plan, you can only take online deposits if you use TimelyPay.
What do you do when a client cancels?
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:
- First, open up the cancellation screen
- Then click on the Charge a cancellation fee link
- 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.
What do you do when a client doesn't show up?
You can also choose to have a client forfeit their deposit when marking an appointment as did not show.
- Mark the appointment as Did not show
- By default, if you now save the appointment the attached deposit will be converted to a customer credit attached to the client profile.
- But you also have the option to charge them a fee by clicking on 'charge a fee'.
- 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.