This article will show you how to use PhorestPay to take In-House Deposits, allowing you to take appointment deposits in person or over the phone.
This feature is available to businesses using PhorestPay through Stripe.
In this Article
Taking a Deposit
After creating an appointment or double-clicking an existing one, scroll to the bottom of the Appointment details menu and select Add deposit.
Next, please choose how you'd like to charge the deposit: using an existing stored card, your PhorestPay card terminal, by entering the card details manually, or via Payment Link.
By default, the Deposit amount is set to match your Custom Online Deposit setting. However, you can easily change it by choosing either the $ or % option and updating the amount if you'd like.
If you haven't started using the Store Card option for this client yet, you can securely save their card details to their profile. This makes it easy to use in the future for Cardless Checkout, or to apply a No Show Charge or a Cancellation Charge.
It is very important to ask your client for permission to save their card details. Card storage is powered by Stripe, which has the very highest security and Level 1 PCI Compliance. Neither you, your staff, nor Phorest staff will have access to the raw card details at any stage.
The Appointment total, Deposit amount, and remainder left to Pay on appointment will be displayed at the bottom of the screen.
Once you're ready, click Add deposit to charge the deposit.
If there are multiple services in the appointment, the deposit will automatically be split pro-rata across each service in the appointment.
After the deposit has been paid, a dollar sign $ icon will be displayed on the appointment. Hovering over the appointment will also show the deposit amount paid.
Taking a Deposit on PhorestGo
Download PhorestGo
To get PhorestGo on your smart device, search for it on your app store or click on one of the links below:
iOS Store (iPhone or iPad)
Google Play Store (Android device)
To take an In-House Deposit on PhorestGo, tap on an appointment > Tap Options.
Then, tap Take a deposit.
Enter your deposit amount, then tap Collect deposit.
If the client has a stored card in PhorestPay, you can use it to automatically collect the deposit.
Alternatively, you can choose the Card option to take a deposit using your PhorestPay Card Terminal, or manually enter card details.
If you are using your PhorestPay Card Terminal to take payment or are manually entering card details, you can choose to store the card for future use. It's important to let your client know that they are happy for their card details to be securely stored.
If you do not wish to store the client's card details, leave this option disabled and tap Use card to continue taking the deposit.
Once the deposit has been taken, you will see a Deposit paid confirmation screen.
Refunding a Deposit
In-House Deposits are refunded if the appointment is canceled. Deposit refunds may take up to 5-10 business days to land in the client's account.
You can also choose to keep the deposit or charge a Cancellation Charge for a late cancellation. For more information, check out this guide.
Will My Client Receive a Receipt?
Your client will receive a receipt for the deposit by email, provided you have captured their email address in their Client Card. The email receipt mentions that the client may be charged the balance of the booking amount left to pay at the appointment if they do not adhere to your cancellation policy.
If you would like to print a paper receipt, you can do so by going to Manager > Sales > Single-click on the transaction > Receipt.
How Much Does it Cost?
For more information on the fees involved, check out this guide.