This article will show you how to change your online booking deposit settings in Phorest.
First Steps - PhorestPay Account Required
Before you can start using Custom Online Deposits, you will need to set up your PhorestPay account. If you haven't done this already, go to Manager > PhorestPay to set this up or click here for a full guide on how to get set up.
You will also need the latest version of Phorest, which you can download here.
Single-Location Setup Video:
Multiple-Location Setup Video:
Note: Your minimum deposit amount must be equal to or higher than the minimum standard booking fee as listed here. If the amount you set is lower, your online booking system will automatically charge a deposit equal to the minimum fee rate.
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 Percentage Deposit Type will apply a percentage deposit across all of your online services.
Note: Your minimum deposit amount must be equal to or higher than the minimum fee rate as listed here. If the amount you set is lower, your online booking system will automatically charge a deposit equal to the minimum fee rate.
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 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 would be considered new for the purposes 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.
You can also apply different deposit rules for individual services. Click here for a how-to guide.
For information on transactional fees associated with Online Deposits, click here.
Note: If you choose to disable Custom Online Deposits at any point, the online booking deposit charged will be set at the standard booking fee which can be viewed here, and will not revert back to the original booking fee structure.