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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Dina Richie
commented
Please make this available asap! it is absolutely critical!
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Crystal Ferry
commented
Yes, send often also as a way to update expired or outdated payments that are stored on file to keep the most up to date forms listed within the clients profile
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Fatima Green
commented
Please make this available ASAP!!
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Rick Vencill
commented
Please add this function. When speaking with someone over text and scheduling their appointment. We need to be able to send them a link so they can input their CC information to collect a deposit.
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Jeremy Shieh
commented
Total agreement! We try our best to do this manually but of course so many clients will slip through the cracks as it requires us to not only tag the clients that have no-showed, it requires us to act on it each time an appointment is booked and perform this over the phone which is difficult considering these are the clients that are less likely to follow up with anything. If it was within client side online booking that for no-show clients the deposit of a set percentage was mandatory and taken at booking this would greatly solve this and also protect some lost revenue.
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Carly Kesner
commented
This feature would allow us to set a client accommodation that requires a deposit or payment in full upon booking from particular clients. This would help with clients that have a history of no-shows or chronic rescheduling.
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Pattie Pruitt
commented
Some clients prefer to not give credit card information over the phone. It would be great to be able to send a secured link through the message tab to gain the information.
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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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Kassandra Powell
commented
Have a portal for clients to safely enter credit card information when not booking online
A link to a secure portal for clients to enter their credit card would be a great way to capture payment methods when people schedule via phone or text message. -
Yvette Lopez
commented
Sometimes, clients will call in to book an appointment and don't have a credit card available at the time of booking. They call back in to provide the details. Or they book a Consultation without a credit card, then need to add it at the time they book the service appointment. It would be helpful to have a link we can share for clients to enter their information in, versus calling in.
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Billy C
commented
When clients cancel their appointments or reschedule, their booking deposits remain as credits and they have to pay twice if they were to reschedule, necessitating employee intervention manually. If you allow clients to use their account credits to pay for deposits, they won't have to call us or pay twice when they rebook or cancel outside the period for a fee.
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Emily Struckhoff
commented
For salons that do not utilize online booking, I would like a way to send a secure link to clients to input their CC info ADDITIONALLY, give that appointment a "pending" status until CC info is captured and/or cancellation policy has not been acknowledged. That way we can see at a glance if that data hasn't been collected.
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Emily Struckhoff
commented
This would be great as we do not utilize the online booking feature, we book ourselves for greater control. I'm not comfortable asking clients to read their CC info over the phone and that step often gets lost in the shuffle of tasks of the front desk.
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Alexa Erickson
commented
The business would like to be able to enter in a dollar amount for required deposits rather then a %.
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Tinita + Michael x
commented
Wish there was a way to take deposits thru the booking process.
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Tinita + Michael x
commented
The 2 step process is difficult and wish there was some way to charge when booking the appointment.
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Chauntae Hammonds
commented
Because I charge a full deposit when booking, my clients with memberships and Vouchers are not able to bypass the deposit which means they have to call to book. This is an inconvenience especially when it comes to automation of the business.
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Diane Eppers
commented
Create a link where the client can update or add their credit card to their profile. They are not comfotable giving us the info my phone. Requesting a secure link which currently is not available.
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Katie Arrington
commented
Ability for clients to update or have a new card on file to hold appointments at home
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Brittany Harris
commented
Hi it would be a nice feature that clients who are on active memberships or packages could book online with no deposit. because they are prepaying for treatments