Customize appointments with an upfront payment
In this guide, you’ll learn how to apply payment policies when scheduling appointments in-store.
After you've set up your upfront payment policy, it will apply to all new appointments by default. You can adjust the policy for individual bookings when creating appointments.
Customize an appointment with an upfront payment
- When scheduling an appointment, add a client from the left panel, then select a service from the right panel.
- Under Payment policy, your default payment policy is selected, but you can choose one of the following:
- No policy applied: Remove any deposit or card capture requirements for this appointment.
- Require a deposit upfront: Collect part of the service cost in advance.
- Capture card details only: Secure the booking by saving the client’s card details, allowing you to charge a no-show or late cancellation fee.
- Collect deposit now: Secure the booking by taking a deposit in-store
- Edit workspace defaults: Update your default payment policy.
- When switching the upfront payment type, you customize the upfront payment details, then click the Apply button to save the payment policy:
- Require a deposit upfront: Set the deposit amount or percentage, and the no-show fee percentage of the appointment cost.
- Capture card details only: Set the cancellation fee amount or percentage, and the no-show fee percentage of the appointment cost.
- Click on the Save button at the bottom to create the appointment.
Once saved, the appointment shows a custom tag under the payment policy, which you can manage by sending a reminder, editing, or removing it.
When creating an appointment, you can customize the upfront payment policy requirements by selecting Edit underneath the policy.
Collect an upfront payment in-store
- When scheduling an appointment, add a client from the left panel, then select a service from the right panel.
- In the right panel of the appointment view, under Payment policy, select Collect upfront payment now.
- In the pop-up, enter the deposit amount or percentage. Click on the Add button to apply the deposit amount.
- Click on the Save and pay now button at the bottom of the appointment view.
- Select a payment method from the list of available options.
- Click on the Pay now button to process the payment.
Once the payment is completed, the appointment is confirmed, and the upfront payment is recorded in the client's booking.
FAQs
An invoice is generated after the appointment is checked out and completed. The upfront payment is recorded at the time of booking and reflected in the final invoice.
Clients can reschedule online within the allowed rescheduling period, even if they have already paid an upfront payment. The payment remains linked to the updated booking.
When deposits are collected in-store, a no-show fee isn’t applied because the client must agree to the fee at the time of booking. To charge no-show fees, send a deposit request so the client pays upfront and accepts the no-show policy.