Ensure appointments are secured with flexible deposit options sent via SMS and/or Email. Here's how to manage them effectively—whether during or after appointment creation.
Payment Requests in Savvy Pet Spa
There are a number of ways to take advanced payments in Savvy. You can request a payment, either a full or partial payment, when you create a new appointment.
You can also request full or partial payments in the online booking.
Sending a Deposit Request When Creating an Appointment
1. Create an Appointment
Go to the Calendar and click to create a new appointment.
Fill in all the required details:
Services
Start & End Time
Assigned Groomer
2. Set Up the Deposit Request
Scroll to the Payment section within the appointment.
Check that the Deposit Request % is correct (e.g., 50%).
You can set a default percentage in Settings > Configurations (⚙️ icon, top-right).
Enable SMS and/or Email to send the deposit request to the customer.
3. Send the Deposit Request
Click Create to save the appointment.
The deposit request is automatically generated and sent.
To verify, go to:
Payment Tab > Deposits Tab
View:
Total Amount
Total Paid
Amount Due
Status (Requested, Paid, or Unpaid)
Sending a Deposit Request After an Appointment is Created
1. Create an Appointment Without a Deposit Request
When creating the appointment, set Payment Type to Pay in Person.
Click Create to finalise.
2. Manually Add a Deposit Request
Open the appointment and navigate to:
Payment > Deposits
Click Add New Request:
Enter Deposit Amount (e.g., £20)
Set Send Date (defaults to today, but can be adjusted)
Optional: Add a Due Date
Click Save
3. Send the Deposit Request
Click the Aeroplane (Send) icon to dispatch the request.
A confirmation SMS and/or Email will be sent to the customer automatically.
Tracking & Managing Deposit Requests
Check Deposit Status
Navigate to Left Menu > Payment Requests
View:
Sent Date
Payment Status
Paid (Green with Date)
Unpaid
Cancel a Deposit Request
If needed, click Delete next to the request.
This voids the link and prevents the customer from paying.
Deposit Requests for Repeat Appointments
You can create repeat appointments without sending a deposit request initially:
During appointment creation, set Payment Type to Pay in Person.
Later (e.g., 7 days before the booking), go to:
Appointment > Payment > Deposits
Click Add New Request, fill in the details, and click Save
Use the Arrow icon to resend if needed
Two Ways to Send Deposit Requests
When | Steps | Notes |
At Appointment Creation | Calendar > Add Appointment > Set Deposit > Send via SMS/Email | Deposit sent automatically on creation |
After the Appointment Is Created | Appointment > Payment > Deposits > Add New Request > Send | Full control over amount, timing, and reminders |