Adding a deposit on Timely is a straightforward process designed to help you secure bookings and manage payments efficiently. You can easily add a deposit to any appointment directly from its details page.
Streamlining Deposits with Timely
Deposits are a valuable feature within Timely, allowing businesses to collect partial payments upfront. This helps reduce no-shows, covers potential cancellation costs, and secures client commitment to their appointments. Timely integrates this functionality seamlessly into its appointment management system.
Step-by-Step Guide to Adding a Deposit
To add a deposit to an appointment in Timely, follow these simple steps:
- Open the Appointment: Navigate to the specific appointment you wish to add a deposit to within your Timely calendar. Click on the appointment to open its details.
- Initiate Deposit Addition: Look for and click on the "Add deposit" link. This option is typically visible within the appointment details or a related payment section.
- Verify and Confirm Details: A window will appear showing the deposit amount and description. It's crucial to check that the deposit amount and description are correct before proceeding. Once verified, click "Save and pay."
- Process Payment and Complete Sale: At this stage, you will be prompted to add the correct payments for the deposit sale. This involves selecting the payment method (e.g., card, cash) and processing the transaction. After the payment has been successfully applied, click "Complete Sale" to finalize the deposit.
This process ensures the deposit is correctly recorded and linked to the specific appointment, providing clear financial tracking and reducing administrative overhead.
Deposit Workflow at a Glance
For a quick overview of the deposit process, refer to the table below:
| Stage | Action | Key Check |
|---|---|---|
| 1. Appointment Access | Open the relevant client appointment. | Ensure the correct client and service are selected. |
| 2. Deposit Initiation | Click the Add deposit link. | Verify the option is available and clickable. |
| 3. Detail Confirmation | Review deposit amount and description. | Confirm accuracy before proceeding. |
| 4. Payment & Finalization | Add payment details and Complete Sale. | Ensure payment is processed successfully. |
For more detailed support or to explore other features, you can often find comprehensive guides and FAQs on the official Timely Support website. Utilizing deposits effectively can significantly enhance your business's financial stability and client management.
