How to collect a deposit during online booking

Collecting deposits is divided into two parts. To begin, you need to set up an upfront payment in the form of a percentage or a fixed amount. In the later part, you can collect the remaining amount at the time of checking out the customer/client.

Let's begin with the first part of this article

Step 1- Head over to Payments
Step 2- Navigate General Settings and click edit
Step 3- Scroll down and check for "Online booking payment options"
Step 4- Select the option where it says- "Collect a deposit, pay the rest later. Optionally leave a tip after the service has been completed."

Note- You'll be able to set the deposit you'd like to collect. You can select an option between the Percentage that you want to set or the Fixed amount.

Now let's complete the second part of this article

Step 1- Now let's go to  Catalog

Step 2- Click on the service for which you wish to take the payment upfront
Step 3- Navigate where it says "Customer can purchase this online" and enable the check box.

Step 4- Scroll down and click on the dropdown where it says "When will you collect payment during online booking?" and choose to Use the default business setting

Step 5- Click on the Save button

Now let's see how the checkout would look on the customer's end.

Note - At the time of booking, after filling out the information when your client clicks on the Pay Deposit button, it will take the amount/percentage that was set initially

Then your customer will see a page on your storefront below:

Customers will receive an email with an Invitation to their appointment

Simply click on View Event details and it will show the page as below: