How to Add a Deposit to the Client Through the Checkout

In this article, we'll show you how to add a deposit to the client through the checkout.

Step 1: Book an Appointment 

To begin, log into your Pabau account and navigate to the Calendar, located on the left-hand side of the menu. 

Once you're there, make sure you've booked an appointment that requires a deposit before booking.

For guidance on setting up a default company policy deposit, review this article.
For instructions on configuring a service-specific deposit, refer to this article.

 

Step 2: Pay and Book

Once you click on "Pay and Book," it will direct you to the checkout. From there, you'll be able to see how much the client needs to pay as a deposit for this appointment to be booked.

 

 

On the right-hand side, you'll see "Add Fund," indicating that we've included the required deposit in the checkout. To proceed with the payment process, click on continue.

 

To ensure you can pay a deposit during checkout, whether configuring a company policy deposit on the policies page or setting up a service-specific deposit, remember to select "Apply to All" when choosing if this policy should only apply to online bookings or all bookings.

Step 3: Finalize Payment 

After the checkout, go back to the calendar, and you'll be able to see that the appointment has been booked, with the deposit taken through the checkout, displayed on the calendar.

By following these steps, you can add a deposit to the client through the checkout.