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