Important
All add-ons for Bookly require Bookly PRO installed and activated.
With the Deposit Payments (Add-on) for Bookly, your customers can now conveniently split their payments into two instalments: pay a portion online during the booking process, and the remaining amount is paid offline when they arrive for their appointment.
Customers are informed about the required deposit amount early in the booking process, typically during the confirmation of appointment details. If the Bookly Cart (Add-on) is enabled, they can view deposit details in the cart.
This screenshot displays the booking form with Bookly Cart (Add-on) installed and activated
Setup and configuration
1. Purchase, download, install and activate the Bookly Deposit Payments (Add-on) in Plugins.
2. In the Staff Members section > Services, a new column labeled Deposit will appear. Here, you can specify the deposit amount for each staff member and service combination. Set the deposit amount either as a percentage or as a fixed price.
3. You have the flexibility to let customers choose between paying the deposit or the full price. This setting can be adjusted in Settings > Payments under Deposit options.
Note: This feature is currently not supported if you use the WooCommerce cart for checkout. In the WooCommerce cart, clients cannot choose their preferred payment method.
If you want to ensure that customers cannot complete checkout without paying the deposit, disable the 'Pay locally' option in Settings > Payments and configure the desired payment methods.
4. To customize the message displayed at the Payment step of your booking form, navigate to Appearance > your booking form > Payment, click on the underlined text, and modify the wording using the available codes.
You can include information about the amount paid and amount due in the notification sent to the customer using the {amount_paid} and {amount_due} codes.
With the deposit placed, the customer has the option to complete the payment via a bank transfer or by paying offline during their visit. When they choose one of these payment methods, the admin needs to mark the payment as complete in the payment details window. Open the appointment from the Calendar or Appointments list, and click on the payment icon next to the customer's name. This action ensures that the correct payment amount appears in the Payments list.
The Payment Details window displays the amount Paid and the amount Due for partially paid appointments. It also includes a Complete payment button, which, when clicked, sets the order as fully paid.
Managing Deposits
The deposit amount is visible in both the Appointments list (under the Payment column) and the Payments list (under the Amount column).
The deposit amount appears as a fixed amount for all appointments, regardless of whether the deposit amount is set as a percentage of the appointment cost. In cases where the deposit is calculated as a percentage, the paid deposit amount will be rounded up to the nearest whole number (no decimals).
If you have both the Bookly Deposit Payments (Add-on) and the Bookly Coupons (Add-on) installed, the deposit amount is subtracted from the total price of the booking before any coupon code is applied. Therefore, coupons do not affect the deposit amount.
Explore the functionality of the Deposit Payments (Add-on) by trying out the free live demo, available in both front-end and back-end versions.
Watch this video about deposit payments in Bookly.
DEMOVIDEO TUTORIALSMAIN BOOKLY SETTINGSFAQADD-ONS
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Coupons (Add-on) – a deduction in absolute numbers or a percentage of appointment's price.
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