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Setting Up Booking Deposits rules with the ShortcutsPay powered by Stripe

Activate Booking Deposits

Log in to the Console:

  1. Navigate to the Site Settings.

  2. Select the relevant site if you manage multiple locations.
  3. Select the Booking Deposits Settings



Configure Booking Deposit Rules

Create a Rule:

  1. Add New Rule:

    • Provide a descriptive name for the rule.
      olb for new customers 2

  2. Define Rule Parameters:

    • Set a required deposit as a percentage, fixed amount, or both.

    • Select a timeframe for rule application (e.g., bookings made within a specific number of days).

  3. Activate Rule:

    • Tick the box to enable the rule for online bookings and mobile app usage.

  4. Save Changes:

    • Click Save to finalize the rule.

Apply Rules to Specific Services and Employees:

  • Employees:

    • Select Employees and tick applicable staff members.

    • If no selection is made, the rule applies to all employees.

  • Services:

    • Select Services and tick applicable services or categories.

    • If no selection is made, the rule applies to all services.

Set Rule Priority:

  • Adjust priority if multiple rules apply to the same booking.

  • Use Move Up to set higher priority.


Copy Settings to Other Sites

  1. Copy Settings:

    • Select Copy Settings and choose the source site.

  2. Choose Applications:

    • Tick applicable applications and gallery images.

  3. Select Destination Sites:

    • Confirm the target sites and click Copy Settings.

 
 
 Set up rules for new clients only