When a customer requests a reservation or appointment from the customer portal with a required deposit, you will be able to manage the deposit from the Requested tab on the dashboard.
Unpaid deposits will show $0/$Deposit Amount in red, and Paid deposits will show as $Collected/$Deposit Amount in green.
Collect or Change Deposit for Requested Reservation
You can collect an unpaid deposit, or change the deposit amount owed, right from the Requested tab on the Dashboard.
- Navigate to the Requested tab.
- Select the Action menu to the left of the pet's name.
- Select Edit Reservation.
- Click on the orange Deposits tab on the edit screen to change the deposit amount.
- Save the reservation to prompt the deposit collection popup screen.
You can also collect the deposit by selecting on the red $0/$Deposit Amount on the Dashboard:
- Select the red $0/$Deposit Amount.
- Once directed to the Deposits page, select the $ icon to collect the deposit.
Notice: Using the quick actions (like Accept & Confirm and Accept & Don’t Confirm), will not prompt the deposit collection popup to display.
Related Resources
- Reservation Deposits Topic Outline
- Deposit Management Overview Reference
- Collect Deposits How-To
- Apply Deposits at Checkout How-To
- Refund a Deposit How-To
- Forfeit a Deposit How-To
- Convert a Deposit to Store Credit How-To
Comments
0 comments
Article is closed for comments.