x

Deposit instead of full payment for Appointments?

I want to use Square Appointments to book my tours.  I have been using YouCanBook.me and then using Square Invoices to bill tour clients for their 50% deposit, which results in a lot of manual data entry.  I would prefer that clients use Square Appointments and be able to have them pay 50% instead of the full amount.

I suppose I could price everything at half price and say 50% DEPOSIT but that seems really kludgy.

 

And could we have some way to pass variables in from the calling web page or a web form?  Or a way to add custom fields to the booking form?  I need to collect info like the number of children and adults in a group.  Also some location besides mine, the client's, and a phone number, since we pick passengers up at a number of locations, and they may not know what the pickup point will be.

88,443 Views
Message 1 of 143
Report
2 Best Answers
Square

Best Answer

Square Appointments will absolutely work for but there are a few things that you should know first! 

 

With Square Appointments, you can require a payment at the time of booking, which would cover your deposit. When using pre-payments, your customers will be required to pay the full price so you will need to set the price for each appointment as the deposit amount. When your customers arrive, you can then charge them the difference. 

 

To set up prepayments, visit Payments and Cancellations in your online Appointments dashboard, and select Require Prepayment.

 

When your customer books through your Online Booking site, they will be prompted to fill in their name and contact information. As for the additional information, you are able to write in the service description that you require the information and your customers will have a space at check out to enter that additional information. 

View Best Answer >

89,223 Views
Message 2 of 143
Report
Admin

Best Answer

Hey @Xobrowsbymolly.

 

Thanks for posting in the Seller Community.

 

I am pretty sure you're referring to requiring prepayment for Square Appointments.

 

Please take a look at the best answer in this thread for insight into how to do this. If I've misunderstood your question, please let me know by replying back to me in this thread. 

️ Isabelle | she/her
Seller Community & Super Seller Program Manager | Square, Inc.
Learn about the Super Seller program!

View Best Answer >

74,830 Views
Message 95 of 143
Report
142 REPLIES 142
Square Community Moderator

Hi @HRV_Bruce and welcome to the Community.

 

I moved your post to a thread where the discussion for prepayment on Appointments is.

Check out the Best Answer above for details. 

 

If the settings listed above in the Best Answer are enabled and you're still not seeing it, please reach out to our direct Appointments team who can take a closer look.

 

In the future, don't hesitate to search your question first here or on the Support Center for your quickest answer too! 

Ashley C
Community Moderator, Square
Sign in and click Mark as Best Answer if my reply answers your question.
6,483 Views
Message 64 of 143
Report
Super Seller Alumni

Is this through the online store?

22,227 Views
Message 65 of 143
Report

No it is not. The appointment app. Square appointments 🙂

16,631 Views
Message 66 of 143
Report
Alumni

Hey @Sparkld_NL - It looks like another Seller had the same question as you so I've merged your post with their thread. Kelly's answer should help get you in the right direction. 🤙🏼

Puka - She/They
Seller Community UX Designer
16,393 Views
Message 67 of 143
Report

Kelly's answer didn't really solve the problem. Is there a way to require a deposit without having all of the prices reflected incorrectly in the Square Appointment system?

5,713 Views
Message 68 of 143
Report
Square Community Moderator

Hi @homesbyjonesllc,

 

Thanks for writing in, I noticed it's your first post, welcome to our community 👋 🙂

 

At this time, the workaround shared by Kelly would still be the best way to charge a deposit for an appointment. You could also consider setting up a no-show protection policy, which would allow you to charge customers a fee - either a flat fee, or a custom amount for each service. You can learn more here

5,601 Views
Message 69 of 143
Report

I have online booking enabled. Is there a way to take a payment at the time of booking? Such as a deposit? In my business, booked dates are not valid unless we receive a deposit.

12,002 Views
Message 70 of 143
Report
Square Community Moderator

Hi @seriouslyselfie

 

I've moved your post over to this existing thread, as a few of your fellow sellers had the same question. 

 

You can require your customers to pay in full for fixed price services at the time of booking, but there's no way currently to have them pay a partial amount. 

 

 

11,916 Views
Message 71 of 143
Report

The prepayment option is great for people who have fixed rates. But I don't know what the final cost of my service is going to be until the day of the appointment. So, I set it up to where they can request an appointment but it has to be approved. Once I see the request, I send an invoice for the deposit amount to their email and a copy/paste text message to their phone explaining that the appointment request will not be accepted until the deposit is paid. Every site they go through to book with me also explains that, so they know the process every step of the way. If the invoice isn't paid, even after a friendly reminder, I cancel the invoice and decline their appointment. Hope this helps! 

-Medusa

6,716 Views
Message 72 of 143
Report

I also notice that if you do select prepay the appointment amount can not be edited or changed once transaction for the appointment is complete. That is not flexible at all. Quite often clients book the wrong service. 

4,404 Views
Message 73 of 143
Report

Hi. I set up my appointments to receive a $50 deposit upon booking. I have 6 appointments booked and never saw one deposit yet. Do I get the deposit the day of the appointment or should I get those the same day the customer books with me?

7,991 Views
Message 74 of 143
Report
Alumni

Hey @danielaanthony! I've merged your post with another thread on the topic of your question. Check out Chad's answer for more information!

Puka - She/They
Seller Community UX Designer
7,931 Views
Message 75 of 143
Report

@puka Nothing has been addressed above. The system you have still does not allow us to use appointments and collect our state taxes!!!! Until that time, us in states that must collect and pay once a month it is not a tool to be used until Square makes that fix.,

8,121 Views
Message 76 of 143
Report

The title of this thread has been updated from: "PLEASE SQUARE HELP!" and this reply was created from merging an existing thread

 

Hello square! I am on the verge of going to a different app I love square appointment so much I really hate to leave But, I will eventually not have an option hoping someone can send this over to the tech team.

 

i currently offer appointments for my clients (I offer nail services) I do require a deposit to boook I wish there was a way my clients can select all the applicable services  and then get charged a fixed rate for a deposit rather than HIDING all the services so the clients only have the option of selecting the deposit fee. This is a nuisance and a deal breaker for me I will hang on just a little bit longer in hopes someone at Square helps me move this request 💜 thank you! 

8,084 Views
Message 77 of 143
Report
Admin

Hello again @Sparkld_NL! I've added it to this thread (I see you've already posted in this one) so we can track how many sellers would like to use a deposit feature and so you can be notified of any updates.

 

I'm know the workaround to collect deposits using the prepayment feature isn't ideal, and thank you for taking the time to let us know that it's currently a dealbreaker for you. I'll send your post to the Appointments team so they can better understand just how important this is to your business. 

️ Helen
Seller Community Manager

Did you find help in the Seller Community? Mark a Best Answer to help others.
8,068 Views
Message 78 of 143
Report

@Helen Not only is not ideal, it may be seen by some as completley unethical. People get confused when you are charging this or that for this or that. So fixing prices a couple different ways is not the option, it may work but it is so unproffesional on the business end. So far to get any type of questions regarging this matter we are sent back into time to a message board unless we pay a $30 csr fee! 

 

Appointments is a good feature to have, maybe next time you should do a soft roll out and figure out the bugs initally. So far on collecting state taxes I have been given the bake it in answer 3 times from the staff on this board. That surprises us. You have everything in POS and Invoicing, why not appointments? If it is in the works cool but try not to sell this service until then. 

 

Once again we all need to be able to collect a deposit and our state sales tax for those of us in states with state sales tax. 

 

Key Thought: All we need to do is to be able to collect not an accounting program so do not over think this.

 

Hopefully these issues can be resolved, its a great function. The message board! Not so much.

8,199 Views
Message 79 of 143
Report

I’ve had potential clients who put their card in, then they don’t show up, and when I go to charge the no show fee, it says their card is invalid or not working. How can I save myself from this trouble? 

8,206 Views
Message 80 of 143
Report
Super Seller

what error do you get?  because as far as I understand the credit card is checked before proceeding (so it has to be a valid card and zip/cvv check to proceed).

8,042 Views
Message 81 of 143
Report
Admin

@Queenb26 I'm sorry for the trouble this has caused. When a customer enters their card information for no-show protection Square by verifyies that the card is valid — but we can't prevent a payment from being declined by their card-issuing bank.

 

I'm adding your post to this thread where you can read about Requiring PrePayment for Appointments. With this setting customers pay for their Appoitment in full at the time of booking. I hope this helps!

️ Helen
Seller Community Manager

Did you find help in the Seller Community? Mark a Best Answer to help others.
8,100 Views
Message 82 of 143
Report

For people needing to require a deposit to book an appointment: I charge a $50 deposit to book a spot. I simply have my appointment setting on "Business must accept or decline all appointment requests." That way, once I get the request, I then create an invoice that states a $50 deposit is required for me to accept it in the calander. Once the invoice shows paid, I accept the appointment. I hope this helps! It was the only thing I could think to do to get the deposit in advance! It's tedious, but it's working so far...

7,970 Views
Message 83 of 143
Report

This reply created from merging an existing thread: "Hair Stylist Appointment Setup" The author has been notified via email.

 

How do I setup a way to require a deposit prior to booking?

8,019 Views
Message 84 of 143
Report