Our amazing onboarding team will make your transition seamless by helping transfer your existing deposit from your previous software ✨
Once your deposit is safely in place, you'll see it right in the client profile - Total deposit balance.
To check the client out with the deposit, simply click on the appointment-check out and add the amount in the "use" box.
Click on "complete" to check the client out.
The above video tutorial will show you how to master client checkouts using the deposit.
Important Information
Please ensure online booking & deposits are turned off with your previous provider - Onboarding can only do this transfer once.
No physical money is transferred as part of the process - this is just for record keeping purposes & to apply the correct amount at checkout. Please contact your previous provider for receipt of funds of deposit amounts taken through their platform.