Deposits for services
Ability to collect a deposit payment for service. Upon cancellation, this deposit will no longer be available to use as a payment type.
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Rick Vencill commented
I would really like to see the taking of deposits made easier and more robust. We have $100 fee added to our New Patient services. This works for those booking online. However, those booking over the phone, you're unable to take a deposit, because doing so triggers the system that the appointment is "paid for" and closes the appointment. The only way to do so is to book the appointment, then go and do a quick sale. The issue is these are now separate transactions (not married to the appointment). The other issue is when you or patient cancels the appointment with greater than 24 hours notice, the deposit isn't auto refunded. That creates an issue where returning a deposit is accidentally overlooked. I would love to see a separate call-out and controls over a deposit function.
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Jeremy Shieh commented
This would be instrumental in the development of our ability to take deposits. At current, deposits are an online only process and all phone and in person bookings require the staff to be EXTRA vigilant and aware of steps that seem like workarounds to take deposits. Making it mandatory would better support all businesses and create a more reliable business model for Blvd clients.
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Thom Herits commented
An alert pop-up when booking clients internally for services that require a deposit.