You can take deposits, full payments, and tips for an appointment from its checkout screen in Goldie. This article walks you through each one and the payment methods you can use.
Requirements: Payments must be set up on your Goldie account, and you need permission to take payments. The steps below are for the Goldie app on iOS and Android.
Open the Checkout Screen
You can open an appointment's checkout from:
Appointment details → tap Checkout
The appointment in your Schedule view
The Appointments tab in the client's profile
The Goldie widget (iOS only)
The client's name appears under the screen title, so you can double-check who you're charging before continuing.
Under Add discount, you'll see:
Take deposit and Take full payment, when a deposit can be taken for the appointment.
Continue only, for example, when a deposit has already been paid.
How to Take a Deposit
To have clients pay a deposit automatically when they book online, check out how to set a deposit policy and No-Show Protection & Checkout Improvements.
Open the appointment checkout screen.
Tap Take deposit. A pop-up shows the deposit amount from your settings. You can edit it, but it can't exceed the appointment total.
Tap Continue and choose a payment method. You can use any method available for full payments, except Split payment.
Complete the payment. The tip screen is skipped for deposits.
Deposit Reminders
When you create an appointment that needs a deposit, Goldie shows a pop-up titled Take deposit for [client name]'s appointment! Tap Take Deposit to go straight to checkout, Dismiss to close it, or Don't show me this again to stop seeing it.
How to Take a Full Payment or Remaining Balance
Open the appointment's checkout screen. The amount shown is the remaining balance and doesn't include tips.
Tap Take full payment or Continue.
Choose a payment method and tap Continue.
On the Choose tip screen, select a tip or no tip. You can turn tipping on or off in your tipping settings.
Payment Methods
Method | How it works |
Card on file | Charge a card the client saved when booking online or in their client account. You can use a saved card for any appointment or product at your business. You can charge the same client's card up to 2 times per day. |
Tap to Pay | Take a contactless payment on your phone. Available in certain countries. |
Goldie card reader | |
Send payment link | Send the client a payment link. You don't choose a tip for payment links. Once the client pays, the transaction appears in Appointment details. |
Cash | Record a cash payment. |
Paid outside Goldie | Record a payment the client made through another service, like Venmo, Zelle, PayPal, or a bank transfer. See the section below. |
Split payment | Pay for one appointment with two methods or cards. Learn more in How do I take a Split Payment? |
Gift card | Shown when the client has a gift card balance. Learn more in How to pay for an appointment using a gift card? |
If the amount to charge is below the minimum card payment for your country, only Cash and Paid outside Goldie are available.
Receipts
Card on file and payment link: the receipt is emailed to the client automatically. After a card-on-file charge, you'll see the email address it was sent to.
Tap to Pay, card reader, and cash: you'll see a Send receipt via email screen with the client's email filled in when available. Tap Send receipt or Don't send.
You can also resend a receipt later from Appointment details. Learn more in Sending and Managing Receipts in Goldie.
Recording Payments Taken Outside Goldie
Use Paid outside Goldie when a client pays you through another service. Goldie doesn't process these payments. They're recorded so your appointment history and reports stay accurate.
On the payment methods screen, select Paid outside Goldie and tap Continue.
On the How was this paid? screen, select the method the client used: Venmo, Zelle, PayPal, Bank transfer/Check, or one you've added.
Don't see it? Tap Add another method and start typing. Select a suggestion or keep the name you typed, then tap Save. The new method is added to your list and selected.
Tap Continue, choose a tip, and complete the payment.
Good to know:
The method name is shown next to the transaction in Appointment details, for example: Payment (June 24, Zelle).
Payment reports include a breakdown by payment method, including methods used outside Goldie.
Only team members who can manage payment settings can add another method, and you need an internet connection to save a new method.
You can refund these payments, in full or in part, with the same outside method or in cash. See: How do I partially refund a payment?
You can't pay for gift cards with Paid outside Goldie.
Payment Limits
If you're based in the US, UK, or CA and have Payments enabled, the maximum charge is $1000 per appointment. If your business needs a higher limit, contact [email protected]. Card-on-file charges also have a daily limit per client. Learn more in this article.
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