[Beta] Set up and edit deposits with Appointments
About setting up and editing appointments deposits
Appointment deposits allow you to require a partial payment on each service when a customer books an appointment online. Deposits help you prevent no-shows, collect up-front payment to cover supplies, and help project professionalism to your customers.
Before you begin
The Deposits feature is currently in beta. We are incorporating feedback to improve the feature over time. You can email feedback to deposits-feedback@squareup.com.
Deposits require a Square Appointments account (Free plan or paid subscription).
Deposits are collected when a client books online. We do not currently support taking payment for a deposit when you book an appointment on behalf of your customer.
When deposits are enabled, they apply to all services and clients at time of booking.
Deposits can only be set up and configured on your Square Dashboard and iOS devices. If you are using Square Appointments POS on Android devices, Square Register or Square Terminal, you will need to first enable deposits from your web dashboard or an iOS device.
Appointments with a deposit cannot be checked out using Invoices as a payment method.
Appointments with a deposit cannot be checked out on mobile while in Offline Mode.
Loyalty rewards cannot currently be redeemed at checkout for appointments booked with a deposit.
Set up deposits
You can set up deposits from your Square Dashboard and iOS devices.
- Sign in to your Square Dashboard and click Appointments > Settings > Payments & cancellations.
- Under Payments click on your current policy and select Require a deposit.
- Select whether you want to charge a fixed amount or percentage on each service.
- Add a deposit policy, which will be displayed to your customers online at checkout. Select if you want to include whether deposits are refundable or not.
- You can optionally set up collecting taxes on deposits when clients no show or cancel.
- Deposits are applied only to fixed price services. Services set up as ‘price varies’ will not require a deposit to book.
- Fixed amount deposits will only be applied to services with a price equal to or greater than the deposit amount.
- Navigate to More > Settings > Appointments > Payments & cancellations.
- Select Require a deposit.
- Select whether you want to charge a fixed amount or percentage on each service.
- Add a deposit policy, which will be displayed to your customers online at checkout. Select if you want to include whether deposits are refundable or not.
- You can optionally enable collecting taxes on deposits when clients no show or cancel.
Customers booking with deposits
Customers booking online will see the total deposit required at checkout. They must pay the required deposit to complete their booking and will receive an email confirmation of their deposit payment.
After booking and paying deposits, customers can reschedule their appointment on their own prior to your cut-off time. You can configure your booking cut-off time by navigating on your Square Dashboard to Payments & cancellations.
Learn more about managing booking cancellations and prepayment policies.
Refund an appointment deposit
If a deposit payment has been taken, but the appointment has not yet been checked out, first cancel the appointment or mark it as no-show. You will be given the option to refund the customer while completing this action.
If you have already cancelled the appointment, marked it as no-show, or taken full payment for the appointment, you can issue a refund by viewing the payment in Transactions and then selecting Issue refund.
Staff commissions on deposits
Staff commissions will be calculated when the appointment is checked out and will be calculated on the full cost of each service (inclusive of any deposits paid).