How do I set a deposit policy/requirement?

Once you’ve set up Payment processing, Goldie defaults to requiring a 25% deposit when your clients book their appointments. You can easily modify the amount required as a deposit - or change your policy not to require a deposit when booking - by taking the following steps:

  1. Open Goldie (and ensure you are logged into your account)
  2. Go to Menu (☰)   Settings   Payments   Deposit (your current policy will show underneath) 
  3. Choose your desired deposit policy by selecting one of the following options:
    1. Require clients to pay a [—%] deposit at the time of booking.
      1. You will be able to select the percentage, ranging from 5% to 100% (in 5% increments)
    2. Require clients to pay a $[XX] deposit at the time of booking
      1. You’ll be able to select any amount from $1 to $450
    3. Don’t require clients to pay a deposit.
      1. We recommend requiring deposits as a way to protect your time and reduce the frequency of no-shows.

Note: Deposit policies will only be applied to future client appointments/bookings; existing appointments for which deposits were already made will not be affected.

Still can’t find what you’re looking for? Return to the Help Center homepage to search for additional articles or reach out to us - we’re always here to help.

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