Deposits
Navigate to Manage > Advanced Settings.
First, select Deposits - Salon Settings to set up a base default setting for your deposits.
Deposits - Salon Settings
When you set up a deposit at the salon level, you can set a specific dollar amount or a specific percentage of the service cost that will apply to all services. You can also require all clients or just new customers to pay the deposit. Additionally, you can turn on deposits for appointments created in OCS or appointments created manually by your team within Manager.
Once you save the changes on this screen, return to the Advanced Settings page to select Deposits - Service Settings.
Deposits - Service Settings
This page allows you to either override the salon-level settings or define specific deposit values for each individual service. The same options available at the salon level are also available for each service.
Booking an appointment directly in your Rosy account when a deposit is required
During the booking process, a pop-up window will appear that displays the deposit information. You can also override and skip the required deposit for a client you do not want to require to put down a deposit.
Once you apply the deposit, a payment window will appear to enter credit card details to cover the required deposit. This process follows the standard credit card processing workflow.
Appointments requiring a deposit that has not yet been paid
If an appointment that requires a deposit is booked but the deposit is not yet paid, the appointment will appear in a pending status on the schedule and will appear in a transparent color.
If you click on this appointment, you will be given options to book the appointment without the deposit being required, remove the appointment, or pay the deposit. Booking without a deposit automatically confirms the appointment, removing the appointment deletes it, and paying the deposit launches the standard payment process for the deposit.
Deposits when booking online
You can require clients booking online via OCS to make a deposit when booking a service.
Appointments that a client attempts to book online but for which they do not complete the deposit will appear as pending appointments. The client will receive a message that the appointment will disappear in about 5 minutes if the deposit is not completed. The appointment will be forfeited and canceled if the deposit goes unpaid.
Returning a Deposit
Since many businesses' deposit policies are different, deposits are not automatically refunded to clients. If an appointment is canceled, the client's deposit remains active on their profile until it is redeemed or returned.
You can return a deposit with a standard return ticket.
If your business wants to make deposits nonrefundable within a certain time frame, you can create a service titled “Forfeited Deposit.” For situations where you want to mark the deposit as forfeited, create a ticket for that client and, rather than apply the deposit toward the service they were going to receive, apply it toward the Forfeited Deposit service. This avoids confusion on their service history.
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