Deposit Payments Add-on

Important

All add-ons for Bookly require Bookly PRO installed and activated.

Divide payment into 2 instalments: a portion of the price paid online during booking, with the rest to be paid offline when the client arrives for their appointment.

Available for purchase here.

Setup

1. Download, install and activate the Bookly Deposit Payments (Add-on) as a new plugin in your WordPress dashboard.

2. Set up deposit amounts in Staff Members > Services, under the Deposit column. The deposit amount is set individually for each staff member and each service.

Staff Members section in Bookly PRO

Customer Experience

Customers will see the deposit amount required as early in the booking process as possible – when confirming appointment details (or cart details if Bookly Cart (Add-on) is enabled).

Bookly booking form – Cart step

This screenshot displays the booking form with Bookly Cart (Add-on) installed and activated

When proceeding to the final step of the booking process, the customer will be asked to pay the deposit amount (though you can let them choose between deposit payment and full price payment – see Deposit options in Settings > Payments).

Bookly Settings – Deposit options

Note: This feature is currently not supported if you use the WooCommerce cart for checkout. In the WC cart, clients cannot choose how they want to pay.

To set up a message displayed at the Payment step of your booking form, go to Appearance > Payment, click on the underlined text and change the wording using the list of available codes.

Appearance section in Bookly – Step by step form

The information about the amount paid and amount due can be included in the notification sent to the customer.

If you do not want your customers to be able to complete the checkout without paying the deposit, you need to disable the 'Pay locally' option in Settings > Payments and set the needed payment methods.

With the deposit placed, the customer can complete the payment via a bank transfer or by paying offline at the time of visit. When they do, admin will have to mark payment as complete in the payment details window (to get there, open the appointment from Calendar or Appointments list and click on the payment icon next to the customer name). Only then the correct payment amount will show up in the Payments list.

Appointment details in Bookly

The Payment Details window shows amount Paid and amount Due for partially paid appointments with the Complete payment button which sets the order as fully paid.

Payment details in Bookly

Manage Deposits

The deposit amount is viewable in the Appointments (Payment column) and Payments (Amount column) lists.

Appointments section in Bookly

Payments section in Bookly

The deposit amount will be shown as a hard amount for all appointments, including for those with the deposit amount set up as percentage of the appointment cost – in this case, the paid deposit amount will be rounded up to a whole number (no decimals).

Amounts paid and due can be integrated into the booking form and notifications via the {amount_paid} and {amount_due} codes.

If you use both Bookly Deposit Payments (Add-on) and Bookly Coupons (Add-on), the deposit amount is deducted from the total price of the booking before a coupon code is applied, so coupons don't change the deposit amount.

Get your Bookly Deposit Payments (Add-on) here.

Try this demo (both front-end and back-end versions) to get a better understanding of how the Deposit Payments (Add-on) works.

Watch this video about deposit payments in Bookly.

 

  DEMOVIDEO TUTORIALSMAIN BOOKLY SETTINGSFAQADD-ONS

RELATED

Payment Options

Coupons (Add-on) – a deduction in absolute numbers or a percentage of appointment's price.

GOOD TO KNOW

Individual Staff-Specific Pricing

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