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This feature is available on all plans if you use Timely as your payment provider (TimelyPay). If not, it's only available on Elevate and Innovate plans. Find out how to change your Timely plan.
You can convert a deposit into a client credit, so it's not attached to a specific appointment. You might want to do this if someone cancels their appointment outside your cancellation period but they don't want a refund. Once it's a client credit, they can use it any time in the future.
Step-by-step instructions
- Find the deposit in the credit tab of the client's profile, then click edit
- With the deposit open, click on the options button and select Detach from appointment
- The deposit will now be a normal client credit, available to be used as payment for any sale involving the client.