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Migrating Your Data to Pabau
How to Disable the Default Deposit Policy
In this article, we will demonstrate how to disable the default deposit policy while keeping your custom ones, or alternatively, how to disable all deposit policies entirely.
Step 1: Access Policies
Log in to your Pabau account, click on "Setup" in the left sidebar menu, then select "Policies" under Financials.
Step 2: Configure Deposit Settings
Click on "Deposits" to access deposit settings.
Step 3: Disable the Default Deposit Policy
Once in the deposit policy menu, in the top right corner, you can see the "Active" button. By selecting it, you will disable the deposit. Afterward, click "Save," and a pop-up will appear asking, "This policy will become active and override any default policies set against a service". Click 'Update,' and the default policy will be disabled until further change.
Disabling the option allows for custom deposits on specific services, but it won't apply universally since the option has been disabled.
NOTE: To set up service-specific deposits, overriding the default deposit policy when a particular service is booked, please follow the steps outlined in this article.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.