Skip to content
  • There are no suggestions because the search field is empty.

BETA - Fusion Booking Deposits

Request Booking Deposits from the Appointment Touch Tip in Shortcuts Fusion

This new feature is currently in BETA. Booking Deposits will allow customers to secure their bookings by paying a deposit upfront, improving commitment rates, reducing last-minute cancellations and No- shows. 

*If you are not apart of the beta program and wish to be please get in touch with us on 1300 667 374. 

The feature will automatically be turned on when the beta program begins and the Booking Deposit email campaign will be active, SMS can also be turned on.


How to request Booking Deposit in Fusion: 

Deposit requests can only be triggered manually by you or your team from the appointment book Touch Tip, so nothing will happen without your say.

  1. Make the booking in Fusion or Cloud, Go to the Touch tip to Request the deposit

    *If making the booking in Fusion, it will automatically load the Touch Tip

  2. Click the Request deposit.

  3. The Touch Tip will then show the request date and time.

  4. The Appointment colour will change to Yellow

 

Exempting clients from booking deposits:

In Fusion, when the setting is unticked on the client card this will exempt the client from providing card details and payment. 



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:

    Status colour of booking will change when card has been requested.


    What changes will the Site see to the Touch Tip:

    You’ll see a button in your Touch Tip to Requests Deposits.
    and another button to Send Reminders for the deposits on Touch Tip.

    No card on file and requested deposit

    Card on file but deposit not yet requested

    Other payments will show Cancellations and Cardless Check Out turned on they will have more request options and icon. 

    *If a booking request is made the client is automatically asked if they would like to opt in to Cancellations and Cardless 

    *If you have only requested cancellations OR Cardless you can not go back and request deposit

    Card on file  not opt to Cardless deposit paid


    Payment Received/ Not Received:

    1. In Fusion once the deposit has been received from the client the appointment colour will change to green/and the booking status colour. 
    2. The 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.  
    3. The Touch Tip will show the Green card icon and the amount in the Touch Tip.
    4. 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 Touch Tip.

    Example: booked/paid deposit.

    .

     

    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.

     

     


    Fusion/Cloud - Reschedule booking 

    The Booking Deposit will stay with the clients profile if you reschedule the booking. 

    Fusion - Changing service/ adding extra services

    Change service on the day in appointment book and point of sale.

    The Booking Deposit will stay attached to the booking and checked 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:

    Checking out with Deposit, Charging Cancellation Fee, Waiving the fee, Transferring to account and Refunding Booking Deposit

     How to check out with Booking Deposit 

     How to manage Booking Deposit

     


     

    Requesting Deposits Via Cloud

    Request Deposits via Cloud


    Reporting

    • Cloud- Integrated Payment report
    • Fusion report - Upfront payment report
    • Payment Type Breakdown once drilling down on online payment
    • Appointment History and Transaction history