With Setmore’s payment integrations, you can make deposits mandatory when customers self-schedule using your Booking Page. Typically, service providers process any remainders of payment through their Setmore calendar, after appointments take place.

Please note that you must have either the Square or Stripe integration activated in order to do this.

1. Navigate to Settings > Payments. Next to ‘Accept payments on my Booking Page’, flip the ‘On/Off’ switch on.

2. In the dropdown menu, select ‘Collect full payment’.

3. Click the ‘+ Charges or Reductions’ button. The ‘Create charge or reduction’ menu will appear.

4. For ‘Type’, select ‘Reduction’. For name, enter ‘Deposit’ or your preferred name. Keep in mind that what you enter here will be visible to customers.

5. For ‘Apply as’, select ‘Percentage’ and specify the deposit percentage. This percentage is applied as a reduction to the overall cost of the service. If you require a 20% deposit, enter a reduction of 80%. Click ‘Save changes’ when complete.

Your customers will be prompted to pay for their selected service, minus the percentage you specified. The full price of the service is visible but the amount required upon booking is effectively the deposit amount.

1. Open your Setmore calendar and select the relevant appointment. Click ‘Edit Appointment’.

2. Click either the payment tab at the top of the frame or the ‘Pay now’ button. Both of these lead to the next step.

3. In ‘Payment History’, you’ll see that a deposit has already been paid. To process a second payment, click ‘New Payment’.

4. Enter the transaction details but be sure to reduce the total cost by the amount already paid. You can do this by manually entering a new dollar amount under ‘Purchases’, or applying a new discount via the red ‘Discount’ link under ‘Purchases’. When complete, click the ‘Charge customer’ button.

5. ‘Payment History’ will now show both payments made to cover the total service cost.