Before you can take a client's deposit, ask your salon owner or manager to check that deposits are turned on in your account settings.
1. Tick Take Deposit while you book
Create the appointment as normal, either from a time slot or the Appointment Wizard. Before you lock it in, tick Take Deposit near the bottom of the booking form.
Quick check. If your salon forces deposits on every booking, this box is already ticked for you and you can't untick it.
Lock in the appointment as usual.
2. Choose the deposit amount
Add the client to a POS sale the same way you would for any appointment, then click Take Deposit in the Sale Items panel. Choose a percentage of the total, or click Custom to set your own amount.
Click Save, then Receive Payment to take the deposit.
3. Take the payment
Choose a normal payment method such as Cash or EFTPOS, then click Finish Sale.
You can also use the Stripe Gateway (Invoice) option, which sends a payment link to your client's email so they can pay their deposit themselves. This needs to be turned on in your account settings before it shows up as a payment method.
Where to see a client's deposit balance
Once a deposit is taken, the appointment's status shows OWING: Deposit Paid in Visit Details.
On the client's card, a Deposit Taken badge appears near the top. Click it to see all their outstanding and past deposits, and to add the linked services back to a sale when the client returns.
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How to Process Sales Through POS
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