How to request a Booking Deposit in Cloud:
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Make the booking in Fusion or Cloud, Go to the Touch tip in Cloud to Request the deposit
*If making the booking in Cloud, it will automatically load the Touch Tip
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Click the Request deposit.
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The Touch Tip will then show the request date and time.
- The Appointment colour will change to Yellow
The Set up:
The feature will automatically be turned on when the payment provider and online booking deposits are active. The Booking Deposit email campaign will be active as apart of the feature.
No action is required if using the default settings. You can however make any changes to the Email communications, activate SMS and Edit/add further booking deposit rules.
To learn more click here
Email /SMS Example:
Example of the email.
Example: Pay Deposit page
*colours and imaging match online booking themes
SMS Example *not turned on automatically
What changes will the Site see to the Fusion icons/Touch Tip before payment:
You will see the paid deposit in the Fusion Touch Tip
Status colour of booking will change when card has been requested.
What changes will the Site see to the Cloud icons/Touch Tip:
- You’ll see a button in your Cloud Appointment Touch Tip to requests deposits.
and another button to Send Reminders for the deposits on Touch Tip.
Touch Tip in Cloud - Requesting Deposit
Card on file but deposit not yet requested
Payment Received/ Not Received:
- In Cloud once the deposit has been received from the client the appointment colour will change to green/and the booking status colour.
- The Cloud Touch Tip will also display how much has been received and date that the deposit was received. It will also show if they have opted in to Cardless and Cancellations.
- The Fusion Touch Tip will show the Green card icon and the amount in the Touch Tip.
- If the client does not make payment, up to 3 reminders will be sent and it will display as all reminders sent and to contact the client in Cloud Touch Tip.
Example: booked/paid deposit.
Example: Valid Deposit example with out cancellations/cardless
Example: This is what the Touch Tip looks like when no deposit has been received and 2 reminders have been sent.
Example: When the client has been sent all 3 reminders and the limit has been reached.
Exempt Clients from Booking Deposits:
In Fusion, when the setting is unticked this will exempt the client from providing card details and payment.
Touch Tip in Cloud - Client is exempt from payment
Fusion icons Touch Tip once deposit is made:
Green Card icon indicates - Booking Deposit /Online booking Deposit
Touch Tip in Fusion will see the way the appointment was made. eg. Shortcuts appointment/Cloud booking and the Paid upfront amount - this is how you will understand if it is a Booking deposit /online booking deposit.
Fusion/Cloud - Reschedule booking:
The Booking Deposit will stay with the clients profile if you reschedule the booking.
Fusion - Changing service/ adding extra services:
If the service is changed on the day via the appointment book or at point of sale the Booking Deposit will stay attached to the appointment and check out as normal.
When adding or changing service ahead of time, you cannot request a further deposit if the original deposit has already been received. The original deposit is kept against the new booking.
Processing Booking Deposits:
How to check out with Booking Deposit
Reporting
- Cloud- Integrated Payment report
- Fusion report - Upfront payment report
- Payment Type Breakdown once drilling down on online payment
- Appointment History and Transaction history