Set deposits and card on file

A policy holds the rules for what a customer pays. Every service uses the default policy unless you pick another one for it. Open Settings, then Payments and policies, and find Policies.

Change the default policy

1. Next to the policy marked Default, choose Edit. To start a new one, choose Add a policy and give it a Name.

2. Under Payment, set When customers pay:

   • No payment collected

   • Pay at booking

   • Pay after approval, for services where customers send a request that you approve

3. Set Deposit: No deposit, Fixed amount, Percent of total or Full amount. For a fixed amount or a percent, fill in Amount or Percent.

4. Set Deposit refunds: Never refundable or Refundable until the cancel cutoff.

5. Choose Save changes.

The deposit comes off the bill on the day. When you pick Full amount, the customer pays the whole price when they book.

Hold a time while the customer pays

When a policy takes a payment at booking, a Hold expires after field appears. It is the number of minutes the time stays reserved while the customer pays. If the customer does not finish, the time goes back on the calendar.

Keep a card on file

When a policy has a deposit, the switch Also keep a card on file, for no-show fees appears. The customer saves a card when they book and agrees it can be charged for the fees in the policy. Nothing is charged until they have been, except a fee they agreed to.

Use a different policy for one service

1. Open Services and edit the service.

2. Under Policy and visibility, choose the Policy.

3. Save the service.

To make another policy the default, choose Make default next to it. A policy that charges shows Needs payments until Stripe is connected.