Navigate to Manage>Advanced Settings
First click on Deposits - Salon Settings to choose whether Deposits are Active in Manager, Online Scheduling, or both.
Deposits - Salon Settings
When you set up a deposit at the salon level you have the ability to set a specific dollar amount or a specific percent of service cost that will appeal to all services. You also have the ability to require all clients or just new customers to pay the deposit. Additionally you have the ability to turn on deposits for appointments created in OCS or appointments created manually within manager. You also have the ability to set the period of time that the deposit is refundable
Deposits - Service Settings
The Deposits - Service Settings page allows you to either override the salon level settings or you can define specific deposit values for each individual service. We give you all the same options at each service level as we did for the salon level
Booking an appointment directly in your Rosy account when a deposit is required - During the booking process, a pop up window will appear that will display the deposit information. We also provide the option to override and skip the required deposit if this is 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 our standard credit card processing workflow
Appointments booked that require a deposit but haven't yet had a deposit 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 transparent color
If you click on this appointment you will then be given options to book the appointment without the deposit being required, remove the appointment, or pay the deposit. Booking without deposit will automatically confirm the appointment, remove appointing will delete the appointment and pay deposit will launch the standard payment process for the deposit.
Deposits when booking online
We have also provided the ability to require clients booking online via OCS to also have to make a deposit when book a service
Appointments that a client attempts to book online but does not complete the deposit will appear as a pending appointment with a message to the client that the appointment will disappear in about 5 minutes if the deposit is not completed