Advice on Managing Deposits for Square Appointments

[FeelPretty]

Hi everyone! I recently switched my Square Appointments policy from requiring a card on file for no-call/no-shows to charging a $25 non-refundable deposit for new client bookings.

I’d love to hear from those who have experience with this: 

How is the deposit applied during the checkout process?

Are there any tools in Square that let me test the process before having an actual booking?

Have you noticed a difference in client behavior after implementing this change?

I’m hoping to make this transition as smooth as possible and appreciate any advice you can share.

[#2]

Hey @FeelPretty ,

I don’t personally require deposits for new clients because, for me, it feels like extra work to track and manage. But I totally get why you’re making the switch!

A couple of things that might help:

1. Applying the Deposit – Square should automatically deduct the deposit from the total at checkout. You can also manually apply it if needed.
2. Testing the Process – You can create a test booking using your own info to see how it flows before rolling it out to clients.

Hope that helps a little, and I’d love to hear how it goes for you! 😊

[maxpete]

@FeelPretty Great question!

Tagging in a few folks to potentially weigh in with their advice! @Stacelyn24 and @Doran!

[Stacelyn24 · Accepted solution]

Hey @FeelPretty ,

I don’t personally require deposits for new clients because, for me, it feels like extra work to track and manage. But I totally get why you’re making the switch!

A couple of things that might help:

1. Applying the Deposit – Square should automatically deduct the deposit from the total at checkout. You can also manually apply it if needed.
2. Testing the Process – You can create a test booking using your own info to see how it flows before rolling it out to clients.

Hope that helps a little, and I’d love to hear how it goes for you! 😊

[MayaP]

I always appreciate your feedback and insights @Stacelyn24. Thank you! 😊

[MayaP]

Hey @FeelPretty, thanks for posting some great questions. I hope @Stacelyn24 was able to assist you. If you need anything else, please let us know. ❤️