There is no restriction or set limit on the deposit amount you can take. You can choose to take 100% up front for some clients, 50% for others, and none for others. Slick gives you full flexibility to do take deposits when and how you choose.
How do I take a deposit for a booking?
Slick allows you to take a deposit at any point by opening the booking window, clicking "More Options" and selecting "Take deposit":
You can then select whether you would like to take the deposit as a fixed amount (eg £30) or as a percentage of the booking value (eg 60% of £50).
Use the toggle to select your preference - the purple one is the method selected. Then enter the amount in the text box and remember to hit Save Deposit.
Select FIXED to enter £30 (60%):
Or select PERCENT to enter 50% (£25):
This will return you to the booking window where you will see the deposit amount you have taken.
Hit "Save Booking" to to return to the calendar and save the deposit as a credit on balance for the client.
How do I know if a deposit has been taken for a booking?
For any booking where a deposit has been taken, you will be able to see the amount deposited by clicking on the appointment card in the calendar to surface the Booking Modal.
The Modal will display how much has already been paid as a deposit and how much is left to pay:
You will also see the deposit taken for a booking automatically appear on the client's bill at checkout, with deposit paid amount automatically deducted from the total bill:
Will deposits taken show up in my end of day or end of week cash up?
Yes. While deposits taken should not be "banked" as revenue until they are redeemed against a service or product purchase, Slick will help you balance your cash flows by showing a "Deposits" line in your cash up screen, which will display the sum total of all deposits taken in that time period, minus any deposits refunded. See below for for more information on refunding deposits.
Deposits taken that day are now added to your daily total takings box in Cash Up. They will be included in your total revenue amount but not included in the cash and card sub totals.
Please also note that deposits taken will not show up in your revenue reports until they are redeemed at checkout. You can see a list of credit on account by client name in Menu > Settings > Outstanding Deposits.
To view redeemed deposits, please visit your Cash/Card split reports via Menu > Reports.
Will deposits paid in advance be automatically deducted from a client's bill at time of checkout?
Yes, if a deposit has been taken for a booking, it will automatically appear as a deposit being redeemed agains the total value of the client's booking, displaying the total remaining to pay at the bottom of the screen, like so:
However, if your client prefers not to use their deposit as part payment for their booking, and instead leave some (or all) of their credit on balance, you can adjust the amount in the "Enter deposit amount" box to whatever the client prefers.
Any remaining credit that is not redeemed in this bill will remain on the client's account, being visible in Outstanding Deposits, and redeemable against another booking by using the Search Deposits function in Checkout.
Will Deposits redeemed at checkout show up on receipts as a method of payment?
Yes, deposits used as full or part payment of a bill will be displayed on the receipt, at the bottom, like so:
When do Deposits appear in my revenue reports?
A Deposit is only recognised as revenue when it is redeemed in exchange for goods or services, so deposits are only accounted for as revenue when a client bill is processed, using up their deposit as part or full payment.
For example, on Monday a client books in for a Cut & Blowdry that Friday. The CBD is £50 so the client pays the salon a £10 deposit in cash on Monday.
So on Monday:
- The salon's cash up will be up by £10 (cash received for the deposit)
- The salon's revenue report will not be impacted as the £10 is not yet revenue until the service has been redeemed (or cancelled outside of policy, in which case the salon keeps the £10 as revenue for the inconvenience caused)
On Friday, the client comes in for her £50 CBD and pays her bill using her deposit credit (£10) leaving £40 to pay which she pays for then in cash.
So on Friday:
- The salon's cash up will be up by £40 (cash received for the rest of the booking)
- The salon's revenue report will show the full £50, as that was the date the client redeemed her service so the salon banks the full £50 as revenue.
Outstanding Deposits: How do I know if a client has credit on balance and how much?
You can see a list by client of 'credit on account' as well as more detail on when a deposit was taken, redeemed at checkout, or refunded, by clicking on Menu in the top left, then Settings:
Then select Outstanding Deposits at the bottom of the Menu:
Click on "View Details" to see more information:
Here you will see a breakdown of deposits taken, used and refunded that sum together to give the overall credit on balance for that client:
How do I refund a Deposit?
Go to Menu > Settings > Outstanding Deposits, as above. Find the client who needs their deposit refunded and click "View Details".
Click in the text box next to "Refund" and enter the amount you'd like to refund:
Click Refund and then check the amount and confirm your request via the pop-up modal:
You will now see that the Outstanding Deposit amount has reduced by the amount refunded, and a line item has been added there for your records. The amount refunded will also be deducted from your Deposits line in cash up.
How do I bank a deposit kept for a no-show or cancellation?
If a client cancels their appointment outside of your cancellation policy, you may choose to keep the deposit to compensate for the inconvenience.
There are two options for how you might bank a deposit for a cancellation. In both cases, find the booking which has been cancelled or no-showed, click on it to surface the modal and hit Checkout.
Option 1: You can simply discount the service to the value of the deposit, such that the balance to pay is zero, and then select pay with card or cash to complete the transaction.
For example if the service was £30 and the client had £10 deposit on account, you could discount the service by £20 to make it £10 which is then offset by the £10 deposit on account - as per below:
You can create a new 'Category' in Settings > 'Services' called "No-show Deposits Banked" and then create a few services for the typical amounts you take deposits for:
So when you come to checkout a cancellation/no-show, you would remove the initial service they were planning to have by clicking the X (or Delete):
Then click into the search box under services and start typing the name of your Deposit Banked for No-show service, select the one with a value that matches the deposit:
Leaving the balance as zero to pay. Then click Pay by card or Pay by cash to complete the transaction.
Either method will ensure that the deposit amount is recognised in your revenue report and allocated to the appropriate stylist (which you can always edit in checkout).
The second method provides a slightly better way of tracking deposits banked for your own reports and won't affect your discount reports.
What if a client has a Deposit on account but it doesn't automatically appear in Checkout?
If the original booking for which the deposit was created is deleted, and a new booking is made for the same client, the deposit will not automatically show up in the deposits section of the bill.
However you can search for the client's name and redeem all or part of their balance on account.
After clicking Checkout, with the bill open, click on "Deposits"
Click in the box to start and start typing the client's name to search for them:
Select the client:
Then enter the deposit amount your client would like to redeem against the bill and this will be automatically knocked off their total:
If I void a transaction, will the deposit go back onto the clients account?
Yes, when you void a transaction where a deposit was used as part or full payment, that deposit will go back onto the client's account an reappear in the bill if you click "re-checkout" to correct a bill mistake, so you can choose to use that client's deposit as a method of payment again, as you did in the original transaction.