SchedulingKit
How-To GuideBeginner20 minutes

How to Collect Deposits Online When Clients Book

Require upfront deposits during booking to secure commitments, reduce no-shows, and improve cash flow for your service business.

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How to Collect Deposits Online When Clients Book This step-by-step guide covers everything you need, from prerequisites to pro tips, so you can complete the process in 20 minutes or less. Browse all how-to guides.

What You Need Before Collect Deposits Online

Make sure you have the following ready:

  • A Stripe or Square account
  • Deposit amounts decided per service

How to Collect Deposits Online

6 steps · 20 minutes

1

Connect your payment processor

Link your Stripe or Square account to SchedulingKit. This takes under two minutes and requires no coding.

2

Set deposit rules per service

Choose a flat amount or percentage for each service. High-value services typically require 20-50% upfront.

Pro Tip

Start with a lower deposit percentage and increase if no-shows persist.

3

Configure refund and cancellation terms

Define whether deposits are fully refundable, partially refundable, or non-refundable based on cancellation timing.

4

Display deposit info on the booking page

Make deposit amounts and refund terms visible before checkout so clients know what to expect.

5

Set up deposit receipts

Enable automatic receipt emails that show the amount charged, remaining balance, and appointment details.

6

Handle remaining balances

Choose whether to collect the remaining balance at the appointment, send an invoice, or charge the card on file automatically.

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When this isn't for you

This is not for you if you've already implemented the workflow. The walkthrough is for first-time setup. Skip if your team already has a working process.