You can collect a deposit for an appointment immediately after the booking is created. Deposits can be collected either directly over the phone or by sending an online invoice link to the client.
🖥️ Take Deposit (Desktop)
Step 1: Open the Appointment
From the Calendar, click the appointment card to open the appointment drawer on the right side.
Click Take Payment, then select Take Deposit.
Step 2: Review the Invoice
You will be taken to the invoice page, where you can:
Review the service line item details
Add service charges (fees) if needed
⚠️ Note: When taking a deposit, the following actions are not available:
Adding discounts
Adding product sales
The description field will automatically display “This is a deposit.”
Step 3: Collect the Deposit
Enter the deposit amount
Select the payment method
Click Charge
Once the deposit is collected:
The appointment status changes to Confirmed
The invoice status becomes Partially Paid
Deposit with Online Invoice Link
If you prefer, you can request a deposit by sending the client a secure online payment link (supported by MoeGo Pay).
Steps:
Select Request Deposit with Online Pay
Click Charge
A Send Invoice to Pay Online pop-up will appear.
You can choose to send the payment link by:
Text message
Email
You can also edit the message content for this one-time request.
💡 To edit the default template used for sending invoices, refer to the Saved Reply guide.
Once you click Confirm, the message or email will be sent to the client.
What Clients See
When the client opens the secure payment link, they will see:
The service item(s)
The deposit amount due
Please note:
Clients cannot add a tip when paying a deposit
The full service price will not be displayed
📱 Take Deposit (App)
From the Calendar, tap the appointment card
Open Appointment Details
Tap Take Payment
Select Take Deposit
Enter the deposit amount
Select a payment method (Cash, Check, Send Invoice to Pay Online, etc.)
Tap Charge
Once completed:
The deposit is collected
The appointment status changes to Confirmed
The invoice status shows Partially Paid
