This article will show you how to change your online booking deposit settings in Phorest.
This feature is available to businesses using PhorestPay through Stripe.
In this Article
Video Guide
|
Single-Location Setup Video |
Multiple-Location Setup Video |
How do I Set Up a Custom Deposit?
Go to Manager > Settings > Online > Online Deposits, then change Enable a custom deposit for all services to Yes. You can then add your custom deposit settings.
Choosing a Fixed Deposit Type will set a fixed deposit across all of your online services, while a Percentage Deposit Type will apply a percentage deposit across all of your online services.
Deposits are charged per each individual service in a booking. For example, if you set your deposit amount to $10, clients will be charged $10 per each service in the booking. If you set it to 50%, clients will be charged 50% of each service in the booking. If the deposit amount is higher than the price of the service, the deposit for that service will be the full price of the service. You can also set individual custom deposits per service.
Optional Settings
If you have issues with new clients having a tendency not to show up, you can set custom deposit rules for them. You can define what a New Client is to you by setting how many visits a client is considered new under Number of Visits. As per the standard deposit settings, you can define whether it's a percentage or a fixed deposit amount.
Client visits are based on the previous 12 months. If a client has visited before, but it is more than 12 months ago, they will be considered new for the purpose of taking a deposit.
Every salon has its serial no-show clients, which can be a huge cost to your salon. Much like the New Client option, you can define what your no-show clients look like and charge them a custom deposit to encourage them to turn up for their appointment.
Once again, you can define how many no-shows in the past 12 months constitute a no-show and choose to charge a custom Fixed or Percentage deposit.
Different Deposits for Different Services
You can also apply different deposit rules for individual services. Check out this guide to find out how.
How Much Does it Cost?
For information on transactional fees associated with Online Deposits, click here.
Disabling Custom Deposits
If you choose to disable Custom Online Deposits at any point, the online booking deposit charged will be set to a minimum standard booking fee.