Manage Deposits on Requested Reservations (How-To)

Summary

When a customer requests a reservation or appointment in the customer portal with a required deposit, you can manage the deposit from the Requested tab on the Dashboard.

Unpaid deposits show $0/$Deposit Amount in red. Paid deposits show $Collected/$Deposit Amount in green.

Pet boarding reservations list.

Steps

You can collect an unpaid deposit, or change the deposit amount owed, from the Requested tab.

Collect or Change a Deposit

  1. Go to the Requested tab.
  2. Select the Action menu to the left of the pet's name.
  3. Select Edit Reservation.
  4. Select the orange Deposits tab on the edit screen to change the deposit amount.

    Edit reservation form with deposit section.

  5. Save the reservation. The deposit collection pop-up shows.

    Deposit collection prompt with two buttons.

Collect a Deposit from the Dashboard

  1. Select the red $0/$Deposit Amount.

    Dashboard with reservation details

  2. On the Deposits page, select the $ icon to collect the deposit.

    Unpaid deposits management screen.

Notice: Quick actions, such as Accept & Confirm and Accept & Don't Confirm, do not show the deposit collection pop-up.

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