SchedulingKit
Feature

Protect Your Revenue with Upfront Deposits

Turn on Require Payment for a service and choose Full Payment or Deposit Only, with the deposit as a percentage or a fixed amount.

The client pays at booking, and an invoice is created automatically (Paid or Partially Paid). After a deposit, the remaining balance is invoiced so the client pays it from the invoice link; it is never charged to a card automatically. Your cancellation deadline and minimum notice control self-service changes: before the deadline a client can cancel with the manage-booking link, and a cancelled Stripe booking is refunded in full automatically. After the deadline the client can no longer cancel online, so you decide case by case whether to refund. PayPal and Square refunds are manual, and clients can't self-cancel paid PayPal or Square bookings. SchedulingKit doesn't charge no-show or late-cancellation fees automatically.

On Standard and above, require a deposit or full payment when clients book, per service, through Stripe, PayPal or Square. Clients commit money up front, and your cancellation deadline decides how late they can still cancel themselves. Explore All Features.

Why Deposits & Upfront Payments Matters

On Standard and above, require a deposit or full payment when clients book, per service, through Stripe, PayPal or Square. Clients commit money up front, and your cancellation deadline decides how late they can still cancel themselves. Turn on Require Payment for a service and choose Full Payment or Deposit Only, with the deposit as a percentage or a fixed amount. The client pays at booking, and an invoice is created automatically (Paid or Partially Paid). After a deposit, the remaining balance is invoiced so the client pays it from the invoice link; it is never charged to a card automatically. Your cancellation deadline and minimum notice control self-service changes: before the deadline a client can cancel with the manage-booking link, and a cancelled Stripe booking is refunded in full automatically. After the deadline the client can no longer cancel online, so you decide case by case whether to refund. PayPal and Square refunds are manual, and clients can't self-cancel paid PayPal or Square bookings. SchedulingKit doesn't charge no-show or late-cancellation fees automatically.

As part of SchedulingKit's scheduling platform, deposits & upfront payments works alongside your connected calendars, notifications and client records.

Deposits & Upfront Payments Capabilities

Key Features

Require Payment per service (Standard and above)
Full payment or deposit only
Deposit as a percentage or fixed amount
Stripe, PayPal or Square
Invoice created automatically for paid bookings
Remaining balance invoiced after a deposit
Automatic full refund when a paid Stripe booking is cancelled
Cancellation deadline and minimum notice for self-service changes

Deposits & Upfront Payments Use Cases

How It Works

High-value consultation deposits
Salon and spa bookings
Personal training session commitments
Photography session booking deposits
Workshop seat reservations
Any service where a late cancellation is costly

How It Works

Deposits & Upfront Payments — SchedulingKit

1

Example step 1: Require a deposit

A lash studio on Standard sets its $120 lash extension service to Deposit Only, 25%, through Stripe.

Example step 1: Require a deposit

2

Step 2: Client pays at booking

A client books Friday at 2pm and pays $30. An invoice marked Partially Paid is created automatically.

Step 2: Client pays at booking

3

Step 3: Cancellation rules apply

The studio's cancellation deadline is 24 hours. A client who cancels on Wednesday gets the $30 refunded automatically by Stripe; after Thursday 2pm the online cancel option is gone.

Step 3: Cancellation rules apply

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Step 4: Balance after the visit

After the appointment the studio sends the $90 balance invoice, and the client pays it from the invoice link.

Step 4: Balance after the visit

Deposits & Upfront Payments Best Practices

Learn more

  1. 1

    Many businesses set deposits at 20 to 50% of the service price: enough to show commitment without putting off new clients.

  2. 2

    Write your cancellation policy in the service description so clients read it before paying.

  3. 3

    Set a cancellation deadline (for example 24 hours) that matches your policy, so late online cancellations aren't possible.

  4. 4

    Use Stripe if you want client cancellations before the deadline to be refunded automatically.

Frequently Asked Questions

Deposits & Upfront Payments

Further Reading

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