--- title: How to Take a Deposit or Save a Card When Booking (New Booking Panel) description: "Change the Payment Policy for one booking: take a deposit or full payment, or save the client's card with a secure link, without changing your defaults." --- [Skip to content](https://support.pabau.com/en/pabau2/how-to-take-a-deposit-or-save-a-card-when-booking-new-booking-panel#main-content) [![pabau logo white](https://support.pabau.com/hubfs/pabau%20logo%20white.svg)](https://support.pabau.com/en/pabau2?hsLang=en) Open main navigation Close main navigation - [Get Support](https://pabau.com/support-center/) [Get Support](https://pabau.com/support-center/) Pabau Knowledge Base - There are no suggestions because the search field is empty. 1. [Pabau Knowledge Base](https://support.pabau.com/en/pabau2?hsLang=en) 2. [Calendar](https://support.pabau.com/en/pabau2/calendar?hsLang=en) 3. [Managing payments from the calendar](https://support.pabau.com/en/pabau2/calendar?hsLang=en#managing-payments-from-the-calendar) # How to Take a Deposit or Save a Card When Booking (New Booking Panel) When you book in the booking panel, the **Payment Policy** row decides whether the client pays anything to secure the appointment. By default it follows the policy set for the service, but you can change it for one appointment: ask for a deposit, ask for full payment, or just save the client's card without taking any money. **NOTE:** This feature is being rolled out to clinics gradually. If you don't see it in your account yet, message us via the in-app chat. **Step 1: Open the Payment Policy Row** 1. In the **Calendar**, click a free time, then choose the client and the service. 2. Near the bottom of the panel, click the **Payment Policy** row. The label beside its heading shows where the current choice comes from: **Service policy**, **Payment schedule** or **This appointment only**. If the service has a payment schedule, the schedule is shown instead of the list and can't be changed here. The list shows: 1. **Use service policy**: the default, which follows the service's own settings. Choose **No policy applied** above it to book with no deposit or card. 2. **Require a deposit upfront**: collect a fixed amount or a percentage now. 3. **Require full payment upfront**: collect the full price now. 4. **Capture card details only**: save a card without taking a payment. 5. **CANCELLATION POLICY**: the fees that apply if the client cancels late or doesn't turn up. 6. **Manage clinic policies**: opens **Setup** → **Policies** in a new tab. ![The Payment Policy list with Use service policy, Require a deposit upfront, Require full payment upfront, Capture card details only, the cancellation policy and Manage clinic policies marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/490955707611-01-policy-menu.png) *Choose how this appointment is secured* **NOTE:** Some choices may be greyed out with a reason. For example, **Capture card details only** needs Pabau Pay connected (**Connect Pabau Pay to save card details.**), and deposits aren't available for free appointments. If the service needs a deposit and your policy doesn't let staff waive it, **No policy applied** and **Capture card details only** are greyed out with **Your clinic does not allow staff to waive this requirement.** **Step 2: Take a Deposit** Click **Require a deposit upfront**. The **Require a deposit upfront** window opens: 1. Enter the **Amount**. 2. Choose the **Deposit type**: **Percentage (%)** or **Fixed amount**. 3. **Deposit due today** shows what the client will pay now. The rest is paid later. 4. Click **Apply deposit**. This only changes this appointment; your service and clinic defaults stay the same. If the service already needs a deposit that staff can't waive, you can't go below it: Pabau shows **Your clinic requires a deposit of at least** that amount. ![The Require a deposit upfront window with the amount, deposit type, deposit due today and Apply deposit marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/490955707611-02-deposit.png) *Set the deposit for this appointment* 1. The row now says **This appointment only**. 2. It shows the deposit required, for example **$100.00 deposit required**. 3. Click **Change deposit amount** to adjust it. 4. The main button changes to **Take deposit** with the amount. Click it to take the payment. Once it's taken, the panel shows **Deposit taken** with the amount and the button changes back to **Book appointment**; click it to book. ![The Payment Policy row showing This appointment only, the deposit required, Change deposit amount and the Take deposit button marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/490955707611-03-deposit-applied.png) *The button now takes the deposit* **TIP:** Choose **Require full payment upfront** instead to take the whole price when you book. The button changes to **Take payment** with the amount. **Step 3: Save the Client's Card Instead** Click **Capture card details only**. The window asks how the client will add their card: 1. **Send secure link** (recommended): the client adds the card on their own phone. 2. **Add card now**: enter the card securely while the client is with you. 3. **Use saved card**: use a card already saved on the client's account. It's greyed out if there isn't one (**No usable saved card on file.**). 4. For a secure link, choose **Text message** or **Email**. 5. Click **Apply to appointment**. No payment is taken today, but your cancellation and no-show terms still apply. ![The Capture card details only window with Send secure link, Add card now, Use saved card, the Text message and Email choice and Apply to appointment marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/490955707611-04-card-options.png) *Pick how the card is added* **Step 4: Book and Send the Card Link** With a secure link chosen, the main button reads **Book & send card link**. Click it. Pabau books the appointment and shows **Appointment reserved**: 1. The status reads **Awaiting card details** until the client adds their card, then **Card saved**. 2. It confirms where the request went, for example **Card request sent to** the client's email address. 3. Click **Copy link** to share the link another way, or **Resend link** to send it again. If sending failed, click **Retry sending**. 4. Click **Done**. ![The Appointment reserved window with Awaiting card details, the card request confirmation, Copy link and Resend link, and Done marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/490955707611-05-reserved.png) *The appointment is booked while the card request is pending* **What's next?** - [How to Set Up a Default Deposit Policy](https://support.pabau.com/en/pabau2/how-to-set-up-a-default-deposit-policy?hsLang=en) - [How to Process Deposit Payments When Booking in the Calendar](https://support.pabau.com/en/pabau2/how-to-add-a-deposit-to-the-client-through-the-checkout?hsLang=en) - [How to Set Up Cancellation/No-Show Policy](https://support.pabau.com/en/pabau2/how-to-set-up-cancellation/no-show-policy?hsLang=en) - [How to Save, Replace or Delete a Client's Card on File (New Client Card)](https://support.pabau.com/en/pabau2/how-to-save-replace-or-delete-a-clients-card-on-file?hsLang=en) --- Was this guide helpful? 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