Accept deposits custom feature: Difference between revisions
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:1. To enable this feature please navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> page, <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Business enhancements</span> section, click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Accept deposits</span> and either move the switcher to the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">On</span> position or hit <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Enable</span> button on the right side of the page. | :1. To enable this feature please navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> page, <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Business enhancements</span> section, click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Accept deposits</span> and either move the switcher to the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">On</span> position or hit <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Enable</span> button on the right side of the page. | ||
[[File:Accept deposits enable path.png |border| center]] | [[File:Accept deposits enable path redesigned.png|1200px |border| center|link=https://help.simplybook.me/images/f/f8/Accept_deposits_enable_path_redesigned.png]] | ||
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:2. You can set the system to allow the clients to pay deposits only via booking site by disabling <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Allow clients to pay full price</span> option on the right side of the page.<br> | :2. You can set the system to allow the clients to pay deposits only via booking site by disabling <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Allow clients to pay full price</span> option on the right side of the page.<br> | ||
:In this case if deposit amount is indicated per service/<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Classes_custom_feature|class]]</span> the client will pay that amount to confirm their booking.<br> | :In this case if deposit amount is indicated per service/<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Classes_custom_feature|class]]</span> the client will pay that amount to confirm their booking.<br> | ||
:If only full amount is set per service/class then the clients will pay full price. | :If only full amount is set per service/class then the clients will pay full price. | ||
:In case <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Allow clients to pay full price</span> is enabled(default state) and deposit amount is indicated per service/class the clients will have a choice to pay either full price or deposit at checkout. | :In case <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Allow clients to pay full price</span> is enabled(default state) and deposit amount is indicated per service/class the clients will have a choice to pay either full price or deposit at checkout.<br> | ||
[[File:Accept | As well you can allow or prohibit selcting "Pay later" option for deposit payments. | ||
[[File:Accept payments settings redesigned.png|1200px|border| center|link=https://help.simplybook.me/images/5/5b/Accept_payments_settings_redesigned.png]] | |||
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:3. To set deposit amounts per your services please either go to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Services(Classes)</span> or use <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> button near this custom feature title. | :3. To set deposit amounts per your services please either go to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Services(Classes)</span> or use <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> button near this custom feature title. | ||
[[File:Accept deposits | [[File:Accept deposits manage path.png|1200px|border|center|link=https://help.simplybook.me/images/8/80/Accept_deposits_manage_path.png]] | ||
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:4. Click on the service/class name for the desired item to open <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service/Class details</span> tab and move <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Enable deposit</span> switcher to the active position. | :4. Click on the service/class name for the desired item to open <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service/Class details</span> tab and move <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Enable deposit</span> switcher to the active position. | ||
[[File:Enable deposit per service.png |boredr|center]] | [[File:Enable deposit per service path redesigned.png|1200px|boredr|center|link=https://help.simplybook.me/images/3/3d/Enable_deposit_per_service_path_redesigned.png]] | ||
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:5. Indicate the amount you would like to receive as a deposit for this item in the corresponding box(it should be less than actual price, but more than 0) and save settings. | :5. Indicate the amount you would like to receive as a deposit for this item in the corresponding box(it should be less than actual price, but more than 0) and save settings. | ||
[[File: | [[File:Deposit amount settings redesigned.png|1200px |border|center|link=https://help.simplybook.me/images/6/69/Deposit_amount_settings_redesigned.png]] | ||
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:6. After you save all the settings the services will have two prices displayed on the booking site: full amount and deposit. | :6. After you save all the settings the services will have two prices displayed on the booking site: full amount and deposit. | ||
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:(it will be shown as pending till the client pays at the place of appointment and you manually approve it).<br> | :(it will be shown as pending till the client pays at the place of appointment and you manually approve it).<br> | ||
:You can manage them in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payment transactions.</span> | :You can manage them in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payment transactions.</span> | ||
[[File:Deposit | [[File:Deposit &remainder invoices in the report redesigned.png|1200px|border| center|link=https://help.simplybook.me/images/7/7d/Deposit_%26remainder_invoices_in_the_report_redesigned.png]] | ||
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:Or via <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Point_of_Sale_custom_feature|Point of Sale]]</span> interface: | :Or via <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Point_of_Sale_custom_feature|Point of Sale]]</span> interface: | ||
[[File:Deposit | [[File:Deposit invoices in pos updated.png|1200px|border|center|link=https://help.simplybook.me/images/d/d7/Deposit_invoices_in_pos_updated.png]] | ||
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