Deposit Collection and Management

Collecting Deposits at Reception

When a booking requires a deposit, reception staff can collect it in person:

1. Open the appointment in the calendar
2. Click the three-dot menu (top right)
3. Select Collect deposit
4. Choose the payment method (cash, card, etc.)
5. Enter the amount and click Collect

Appointments Awaiting Confirmation

An amber banner at the top of the calendar shows bookings where the deposit hasn't been paid yet.

For each booking you can:

• Send reminder: Re-notify the customer about the deposit
• Extend deadline: Push the payment deadline by 24 hours
• Remove policy: Confirm the booking without requiring a deposit
• Collect now: Open the deposit collection modal immediately

Automatic Actions

• Reminder: Automatic notification 24 hours before the deadline
• Auto-cancel: If the deadline passes without payment, the appointment is automatically cancelled

Payment Policy Management

You can edit the payment policy per-booking:

1. Open the appointment
2. Three-dot menu > Payment policy
3. Modify the policy type or deposit amount

Checkout and Deposits

During checkout, any previously paid deposit is automatically deducted from the total. No manual handling needed.