Downpayments

Downpayments (deposits) let you require customers to pay a portion of the appointment price before their session.

Setting up a downpayment

When creating or editing an appointment, you can set:

• Downpayment amount — The required deposit (must not exceed the total price)
• Due date — When the deposit must be paid (must not be after the appointment start date)

These fields only appear if the appointment’s kind has the “Downpayment” feature enabled.

Downpayment status

Each appointment tracks:

• Downpayment settled — Whether the deposit has been marked as paid
• Paid amount — Total of all payments recorded
• Remaining amount — Outstanding balance

Due date banner

When a downpayment is due, an error alert banner appears at the top of the appointment detail page:

• “Due today” — If the due date is today
• “Due in N days” — If the due date is approaching
• Overdue — If the due date has passed and the downpayment is not settled

Auto-settlement

When recording a payment, if the payment amount meets or exceeds the remaining downpayment, the “downpayment settled” toggle is automatically checked.

Similarly, when the payment covers the full remaining balance, the “payment settled” toggle is auto-checked.

Downpayment in filters

The appointment search filters include downpayment-specific options:

• Has downpayment
• Overdue downpayment
• Downpayment settled