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How to take deposits for med spa bookings

A deposit turns a tentative booking into a commitment. In Workee you set it per service, the client pays it while booking on your website, and the rest is collected at the visit.

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A med spa service in Workee set to take a booking deposit: 75 USD now and 245 USD later

In short: To take a deposit in Workee, connect Stripe or PayPal, open the service, add a security deposit amount and make it required, then add your cancellation policy so clients see it before they pay. The client pays the deposit while booking on your website, and the balance is charged after the visit. Deposits are available on Workee Pro and Business.

Updated

Before you start

A Pro or Business plan

Payments are on Workee Pro and Workee Business, with no Workee transaction fees; Stripe and PayPal charge their usual processing fees. The free Starter plan does not include payments.

Stripe or PayPal connected

Deposits are paid through the payment account you connect to Workee. Stripe also lets you save the client’s card for the balance or a no-show fee.

Your cancellation policy

Have the wording ready: how much notice you need, and when a deposit is kept. Clients see it before they pay.

Step by step in Workee

In this guide
  1. 1Connect your payment account
  2. 2Open the service and add a deposit
  3. 3Choose whether the deposit is required
  4. 4Add your booking and cancellation policy
  5. 5Book a test appointment

Set this up once per service. Start with the appointments that hurt most when they go empty, such as filler, laser packages and new-client consults.

  1. Step 1

    Connect your payment account

    Connect Stripe or PayPal to Workee from your payment settings. You sign in to the provider, confirm the account, and come back to Workee.

  2. Step 2

    Open the service and add a deposit

    Open the appointment or package in your services and add a security deposit amount. You can set a different deposit for each service, so a consult and a full filler appointment do not have to match.

  3. Step 3

    Choose whether the deposit is required

    Make the deposit required to hold the slot, or let clients book now and pay later for services where you do not need one.

  4. Step 4

    Add your booking and cancellation policy

    Add the policy to your booking settings. It is shown to the client during booking, before they pay, and the deposit appears in their confirmation email.

  5. Step 5

    Book a test appointment

    Book one appointment on your own website as a client would. Check the deposit amount, the policy text, the tip options and the confirmation email, then refund the test payment.

At checkout the client has a few minutes to finish paying, and the slot is confirmed once the payment goes through.

What it looks like in Workee

Client view

Checkout on your website

The client sees the service, an optional tip and the total, with a timer to finish paying and confirm the booking.

  • Tip options with a default you choose
  • Your policy shown before payment
The Workee checkout for a med spa booking with tip options and the order total
Your view

The deposit on the appointment

Each appointment shows what was paid, with buttons to charge the saved card, send a payment link or charge a no-show fee.

  • Charge the balance after the visit
  • Send a payment link by email
A Workee appointment with the balance due and buttons to charge the card, send a payment link or charge a no-show fee

Related guides and pages

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