Skip to main content

Customer Deposits

Allow customers to pay a portion of the total cost of a service when booking an appointment

Adding a deposit to your booking flow is a simple way to protect your business and make sure your time is taken seriously. Customers pay a portion of the price upfront, either a fixed amount or a percentage, so you can reduce no-shows and last-minute cancellations.

Please note: You need to have either Square, Stripe, LawPay or PayPal activated in order to take a deposit.

Take deposits from your Booking Page (web)

  1. Open Payments in your app.
    ​

  2. Make sure Accept payments is turned on.
    ​

  3. Scroll down to Require deposit and toggle it on.
    ​

  4. Choose whether the deposit is a percentage of the service price or a fixed amount.
    ​

  5. Enter the value you’d like for the deposit.
    ​

  6. Click Save.

Once set up, customers will be required to pay the deposit when booking any service or class through your Booking Page.

Take deposits from your Booking Page (mobile)

  1. Go to Settings in your app
    ​

  2. Click Payments
    ​

  3. Select Customer booking below ‘Manage’
    ​

  4. Make sure Accept Booking Page Payments is turned on.

  5. Scroll down to Require deposit and toggle it on.

  6. Choose whether the deposit is a percentage of the service price or a fixed amount.

  7. Enter the value you’d like for the deposit.

  8. Click Save.

Once set up, customers will be required to pay the deposit when booking any service or class through your Booking Page.

Take the remainder of the payment at checkout (web)

  1. Go to your Calendar, select the appointment, and click Collect payment at the bottom of the pop-up.
    ​

  2. In the Payments pop-up, review the amount due and any upfront payment, such as a deposit. You can also apply an additional discount here.
    ​

  3. Once everything looks correct, click Continue.
    ​

  4. Proceed with the chosen payment method.
    ​

  5. Click Pay to complete the transaction.
    ​


    ​

Take the remainder of the payment at checkout (mobile)

  1. Go to your Calendar, select the appointment, and click Collect payment at the bottom of the pop-up.
    ​

  2. In the Payments pop-up, review the amount due and any upfront payment, such as a deposit. You can also apply an additional discount here.
    ​


    ​

  3. Once everything looks correct, click Done.
    ​

  4. Proceed with the chosen payment method.
    ​

  5. Click Collect payment to complete the transaction.
    ​

How to refund a deposit (web)

  1. Go to Payments. Scroll to Payment History
    ​

  2. Select the Deposit transaction to refund.
    ​

  3. Click ‘Issue Refund’
    ​

  4. Enter the refund amount and confirm by selecting Refund.
    ​

  5. You will see the following pop-up upon completion.


    ​

  6. You will be able to see the refund in the receipt.

How to refund a deposit (mobile)

  1. Open your calendar and select the appointment you want to refund.
    ​

  2. Click Payments.
    ​

  3. Select the Deposit transaction to refund.
    ​

  4. Click ‘Issue Refund’.
    ​

  5. Enter the deposit amount. Click Refund to confirm.
    ​

  6. In the pop-up, review and select 'Yes, refund'


    ​

FAQs

Which payment providers support deposits?
​

Deposits can be taken through Square, Stripe, LawPay or PayPal.

Can I require a deposit for all services or just certain ones?
​

Deposits can be applied to all services on your Booking Page. Currently, you can’t set deposits for individual services differently, but you can adjust the amount to suit your needs.

Do customers see the full service price when a deposit is required?
​

Yes. Customers see the total service price, but the amount they are required to pay immediately is the deposit. The remainder can be paid later at checkout.

Can I take deposits without Square, Stripe, or PayPal?
​

No. Deposits require a connected payment provider—either Square, Stripe, or PayPal.

Can I change or remove a deposit after it’s been set up?
​

Yes. Simply go back to the Require deposit section in your Payments settings and adjust the amount or toggle it off.

Can I apply discounts when a deposit is involved?
​

Yes. You can apply additional discounts at checkout, even if a deposit was paid.

What happens if a customer cancels after paying a deposit?
​

Your refund policy is up to your business. Setmore does not automatically refund deposits, you can process refunds manually through your payment provider.

Do deposits work with recurring appointments or classes?

Yes. Deposits can be required for any service or class booked through your Booking Page, including recurring appointments.

Related Articles
Custom Service Cost and Duration
Booking Multiple Services
Take Payments from the Booking Page
PayPal
Block Customer
Did this answer your question?