Method 1: Sending a Deposit Request When Creating an Appointment
Create an Appointment
Navigate to the Calendar and create a new appointment.
Ensure the services, start & end times, and assigned groomer are correct.
Set Up the Deposit Request
Scroll down to the Payment Box within the appointment form.
The deposit request percentage can be configured by default in Settings > Configurations (top-right ⚙ Cog icon).
Ensure the deposit request is set (e.g., 50% deposit).
Toggle the option to send the request via SMS and/or Email.
Send the Deposit Request
Click Create to finalize the appointment.
The deposit request is automatically created and sent.
You can verify it by checking the Payment Tab > Deposits Tab, where you’ll see:
Total Amount
Total Paid
Amount Due
Status (Requested, Paid, or Unpaid)
Method 2: Sending a Deposit Request After an Appointment Is Created
Create an Appointment Without a Deposit Request
Set the payment type to Pay in Person.
Click Create to finalize the appointment.
Manually Add a Deposit Request
Open the appointment and navigate to Payment > Deposits.
Click Add New Request and enter:
Deposit amount (e.g., £20).
Date to Send (defaults to today, but can be changed).
Due Date (optional modification).
Click Save.
Send the Deposit Request
Click the Send (Airplane Icon) to dispatch the request.
A confirmation email and SMS will be sent to the customer.
Tracking and Managing Deposit Requests
Check Deposit Status
Go to Left Menu > Payment Requests.
View the sent dates and check if payments are marked as:
Paid (Green Button with Date Paid)
Unpaid
Cancel a Deposit Request
If you no longer want the customer to pay through the link, click Delete.
The deposit request will be voided, and the customer will no longer have access to the payment link.
Need Help?
If you have any questions, reach out to us via:
Live Chat: Help Chat
Email: hello@itsallsavvy.com