Taking deposits

Use this guide to take a deposit for a booking that already exists in the diary. Deposits can help secure appointments, protect appointment revenue and reduce missed bookings.

Quick answer

To take a deposit for an existing booking, double-click the appointment, select Take Deposit, enter the amount, choose the payment method and click Complete.

Before you start

• An existing appointment in the diary
• The deposit amount you want to take
• The client payment method
• Permission to take payments or deposits

Step-by-step instructions

1. Open the Salon Manager diary.
2. Find the client booking you want to take a deposit for.
3. Double-click the appointment.
4. On the right-hand side, click Take Deposit.
5. Enter the deposit amount.
6. Choose the payment method being used.
7. Click Complete.
8. If email receipts are enabled, the client will receive an email receipt.
9. If email receipts are not enabled, click Finish to return to the diary.

Tips

• Check that you are taking the deposit against the correct appointment.
• Confirm the deposit amount with the client before completing the payment.
• Make sure the client email address is correct if you use email receipts.

Troubleshooting

I cannot see the Take Deposit button

Check that you have opened an existing appointment and that your user permissions allow deposits or payments.

The client did not receive an email receipt

Email receipts depend on your salon settings and the client email address. Check both before trying again.

I entered the wrong amount

Follow your salon payment correction or refund process and ask a manager if you are unsure.

FAQs

Can I take a deposit after an appointment has already been booked?

Yes. Open the existing booking and use the Take Deposit option.

Can I choose the payment method?

Yes. Choose the payment method before clicking Complete.

Can the client receive a receipt?

Yes, if email receipts are enabled and the client email address is correct.

Download this guide

You can also download the PDF version of this guide for offline reference.

Last reviewed: 16 June 2026.