Difference between revisions of "Accept deposits custom feature"

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[[File:Accept deposits icon.png |left]]<br> Use deposits to increase the likelihood of clients coming for the service and make sure that in case they do not show up that you can keep the deposit. Remark that some clients may contact their bank directly to get refund of deposits in which case there is little that can be done but such cases should be rare.
 
[[File:Accept deposits icon.png |left]]<br> Use deposits to increase the likelihood of clients coming for the service and make sure that in case they do not show up that you can keep the deposit. Remark that some clients may contact their bank directly to get refund of deposits in which case there is little that can be done but such cases should be rare.
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<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
 
 
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<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note''':</span>
 
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note''':</span>

Latest revision as of 15:34, 3 December 2019


Accept deposits icon.png


Use deposits to increase the likelihood of clients coming for the service and make sure that in case they do not show up that you can keep the deposit. Remark that some clients may contact their bank directly to get refund of deposits in which case there is little that can be done but such cases should be rare.



Please note:

  • When you enable Accept deposits feature Accept Payments will be enabled as well.
  • This feature is not compatibel with Rewards and Referrals.
  • If the client wants to apply a promocode or a previously purchased package during purchase he/she needs to pay full price only as these items cannot be applied with deposits.



How to use
1. To enable this feature please navigate to Custom Features page, Business enhancements section, click on Accept deposits and either move the switcher to the On position or hit Enable button on the right side of the page.
Accept deposits enable path.png



2. You can set the system to allow the clients to pay deposits only via booking site by disabling Allow clients to pay full price option on the right side of the page.
In this case if deposit amount is indicated per service/class the client will pay that amount to confirm their booking.
If only full amount is set per service/class then the clients will pay full price.
In case Allow clients to pay full price 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.
Accept deposits setting.png



3. To set deposits per your services please either go to Manage -> Services(Classes) or use Manage button near this custom feature title.
Accept deposits go to service management.png



4. Click on the service/class name for the desired item to open Service/Class details tab and move Enable deposit switcher to the active position.
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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.
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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.
Deposit booking page view.png



7. When the clients pay the deposit amount online to confirm their booking two orders/invoices will be created in the system: one for the deposit and the second for the rest amount
(it will be shown as pending till the client pays at the place of appointment and you manually approve it).
You can manage them in Reports -> Payment transactions.
Deposit booking invoices.png



Or via Point of Sale interface:
Deposit booking pos.png