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How do I take a deposit?

Setting your service price as a deposit

Matt Tucker avatar
Written by Matt Tucker
Updated over a week ago

If you would prefer to take a deposit from a client for a service when they schedule their appointment, you can do this by setting the price of your service as the deposit price.
You can explain to clients in your service description that this is a deposit and they will be charged the balance of their service price at a later time.

Contents in this article:

  • Note about payment settings

  • Setting a deposit

  • What clients see

  • How to charge for the balance of a service

Note about payment settings

You will want to set your payment option for all services or for a specific service to require clients to pay when they schedule.

Setting a deposit

(1) Go to Settings > Services / Classes / Events

(2a) Click Edit next to an existing service to update; or

(2b) Click Add Service to create a new service

(3) (optional) In the Service name field, you could edit the name to reflect the full price of the service and/or that a deposit is required

ex. Women's Haircut & Style ($75; deposit required)

(4) In the Price field, enter the amount for the deposit you would like to take

(5) In the Description field, enter your deposit explanation

Note: You can also add something to your Service Name to distinguish the deposit.

(6) Fill in the rest of the relevant details for your service

(7) In the Service Overrides section, you can select to override your global payment setting and set this specific service to require clients to pay.
Note: If your global payment setting on the
Credit Card settings page is set to require payment, you can skip this.

(8) Click Save

What clients see

They will be asked to enter their credit card details and pay while scheduling their appointment.

How to charge for the balance of a service

When Stripe processes a payment, the client's card details are captured and stored on your Stripe account. You can charge their captured card for the balance.

​keywords: deposit, payment, credit card, charge, balance, remainder

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