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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. In this article you will learn how to cancel appointments with paid and unpaid deposits via the Timely iOS app.
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.
How to cancel an appointment with a paid deposit
1 Click on the appointment you need to cancel and select the reason for cancellation. By default, if the client has paid a deposit, you will be given the option to convert this into a credit. To do this, 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