Up-front Deposits for Appointments

If you would like your clients to pay an up-front deposit for an appointment or package, PracticeQ makes it easy.

Set Up the Deposit

1. Click Bookings → Booking Settings.
2. Select the Service tab. 
3. Locate the service or package and click Edit. 
4. Select the Overrides tab on the left.
5. In the Require Credit Card? dropdown menu select Require a deposit.
6. A new line will appear; enter the dollar amount or percentage of the service fee you wish the deposit to be. 
7. Click Save.

Behavior

• When the client books the service or package, they will be presented with a credit card form, where they can pay for the up-front deposit before the process is confirmed. 
• The deposit is charged immediately and the credit card is stored on file. 
• Depending on your auto-charge settings, the remaining balance can be charged on the day of the appointment.
• When a client books an appointment with an up-front deposit, PracticeQ will generate an invoice for the total amount of the appointment and record the deposit as a partial payment, leaving the remaining balance as the amount due.