Phorest Pay - Deposits for certain clients / appointments
I find it difficult to get my staff to remember to take deposits. It’s very hard to remember “problem clients” and the flash up to say the client has missed appointments is not very effective. What would be good would be to add a feature that automatically takes you to the deposit screen when booking certain appointments. For example - new clients, selected “problem clients” or certain treatments (long ones ect). A pop up to the deposit screen to ensure deposits are taken, not allowing the treatment to be booked without would be good
Some big news here, we’re now in development on a new payment platform for Phorest. We expect this to release later this year (after summer), we have a team dedicated to this and we can’t wait to get it into your hands.
This will allow things like larger deposits, taking deposits over the phone and charging the balance of appointments using stored credit cards on client accounts.
Big things are coming this year!
Having a link to text to the client to secure pay a booking fee/deposit would be great. That way they do t have to read CC numbers over the phone to us. We can just tell the. That their appointment won’t be confirmed until deposit is received.
Consultations automatically take £20 booking fee which is redeemed against treatment if they attend the appointment and we don’t refund it if they don’t turn up
Please could you say booking fee rather than deposit.
Deposits are refundable booking fees aren’t. Thank you.
If you can make it so that we can have 3rd party payment integrations that would be the cherry on the cake, so to speak!
Currently, Stripe in the UK offers the best rates in terms of % - only taking 1.4% + 20p per transaction, but they also support Apple Pay. I'm sure your developers would make use of the resources on their website : https://stripe.com/docs/api
No need to reinvent the wheel...just adapt with the times ;)
A 100% needed
Invoicing Email DefaultLastName commented
Would be grate to give two options deposit or credit card
Michael Smith commented
Most of Phorest’s competitions already have this feature long ago, why Phorest takes so long to get with it, I don’t know. It’s needed.
Nyssa Hyde commented
Yes like a percentage. Kitomba did this using PayPal. My clients have made complaints about an extra $1 or so being charged from overseas when the pay the deposit online.
Jesse Hartsfield commented
Have client NO SHOW/ DEPOSIT NEEDED AND THE NOTES IN THEIR CLIENT CARD pop up before you book the client on the screen.
Louise Hale commented
Several of my clients would like to be able to pay the full amount when booking online.
Sel Ahmet commented
part payments to spread cost for clients
pre booking and paying full amount to eliminate reception time and waiting just like you pre ordering a Starbucks its hassle free!
Clients that no show frequently or reschedule often should have a pop up note when they want to reschedule. Rather than having to dig into the existing notes to make sure someone isn’t a frequent no-shower, a bit pops up after typing in their name with whatever note you put in. (I.e. place deposit before booking)
Until this feature is added. We have started putting the deposits "on account" and making notes in their note section on what it is for. Although kind of a pain it is surely helpful when the same clients don't abide by our cancellation and no show policy. also helps to know that we already have the money instead of HOPING that they have it in their bank accounts when we go to take it.
It would help us a lot and it would be nice to have such an option. Thanks
This would be an amazing feature, it would prevent an awkward conversation for staff too. We take 50% for large appointments but clients know they can do £1.50 if they book online!
I agree please do this
Jasmine Douglas commented
Please add this feature!
Emily Bryan commented
We need this too! A feature to stop them actually being able to book without a deposit would be perfect.
Felicity Borg commented
I definitely would like an option to take deposits in store and have cancelation fee please at least for big services and expensive services