Help Center


Deposit Payments Add-on

Important: All add-ons for Bookly require Bookly Pro add-on 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 and install 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 new Deposit column. The deposit amount is set individually for each staff member and each service.

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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 cart add-on is enabled). 

When proceeding to the final step of 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).

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To set up the 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.

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The information about the amount paid and amount due can be included in the notification sent to the customer (see setup below).

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.

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Manage Deposits

New Deposit property is added to appointments and payments in the respective Appointments and Payments lists.

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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).

The Payment Details window now shows ‘amount paid’ and ‘amount due’ for partially paid appointments with the Complete Payment button which sets the order as fully paid.

Amounts paid and due can be integrated into the booking form and notifications via the {amount_paid} and {amount_due} codes. As always, they’re added to the cheat sheet on the Appearance and Notifications pages.

Get your 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.

See this video about deposit payments in Bookly.

If you wish you can join a community of translators who help us in Bookly localization. Join translation of Bookly and help us become closer and speak with you in your native language. Read more here.

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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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