Deposits

Send appointment deposit requests, collect payment via Stripe or Square, and track status.

List filters

Filter the list by sent, paid, used, refunded, or cancelled. Download a CSV of the current filtered view for your records.

Creating a deposit

1. Choose New deposit and enter customer name, amount, and optional note.
2. Add an email to send a payment link automatically, or share the link manually.
3. Stripe Checkout handles online payment; use Square in-store collection for counter payment. Payment setup: Integrations.

After payment

Paid deposits can be marked Used when applied to the customer's appointment. Issue refunds from the deposit detail when needed. Cancelled deposits cannot be paid.