How do I set a deposit policy/requirement?

Modified on Tue, 31 Jan 2023 at 06:38 PM

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.


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