How do I take payments from a client?

Goldie empowers your business by enabling you to take three types of payments: deposits, remaining balances, and tips. Once you’ve set up payments, it’s easy to take all three.

Deposits: To set up your Goldie account so that clients must pay a deposit when they book an appointment, check out this article on setting a deposit amount. Your clients will be automatically required to pay a deposit when they book online. If they book via contacting you, you'll be able to send them a link to pay their deposit (and their appointment will not appear as confirmed on your calendar until they do).

Remaining balances and Tips: To take payment for any remaining balance (and potential tip) for an appointment, follow these steps in Goldie:

1. Open Goldie (and ensure you are logged into your account)
   
2. Select the appointment for which you want to collect payment by tapping it on your calendar or tapping its action card.
3. Next to the remaining balance shown beneath the Service Total, tap “Take Payment”.
   1. Note: the amount for which you’ll be requesting payment is shown and will equal the remaining balance for the appointment. It does not include any tips.
4. Select the method you’d like to use to collect payment:
   1. Payment link
   2. Cash
   3. Tap to pay (available in US (i, CA, GB, NZ, SG)
   4. Card on file 
   5. Terminal

Once you have sent a payment link to a customer, the “Take Payment” button will be replaced with a note confirming the “Message sent.” Once the customer has paid, you will see a transaction record under the “Service Total” on the Appointment details page.

If you are a user based in the US, UK, or CA and have the payment option enabled, you can make transactions with a maximum charge of $1000 per appointment. This feature is designed to ensure that you have the convenience and flexibility to make payments with ease while also keeping your transactions within a manageable limit.

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