Customize payment policies when scheduling appointments
In this guide, you’ll learn how to customize payment policies when scheduling appointments in-store.
After you've set up your payment policy, it will apply to all new appointments by default. You can adjust the policy for individual bookings when creating appointments.
- 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 payment payment type, you can adjust the policy details, then click the Apply button to save the custom 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 also customize the payment policy requirements by selecting Edit underneath the policy.
FAQs
An invoice is generated after the appointment is checked out and completed. The deposit 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 a depsit. The payment remains linked to the updated booking.