Set up a deposit policy

Ask for money up front to reduce no-shows.

Table of Contents

Go to Setup, then Policies under Financials, and click the Deposits card. The Deposit Policy page opens.

Choose your settings

Turn on the Active switch.
Under Apply to, choose All bookings or Online Bookings only.
Under Deposits, pick Zero Charge, a flat rate, 50% Deposit, Full Amount or Custom.
For Custom, choose a percentage or a flat rate and enter the amount.
Click Save.

This is your default. A service with its own deposit amount keeps it, and the default covers everything else.

Tick Rolling Deposit and set Minimum account balance required. Patients at or above that balance can book without a payment step.

The same page has cards for Cancellations and No-shows, Tips and Payment Policy. A card shows Enabled once its policy is on.