Appointments guide
How to Take a Deposit for an Existing Booking
Take a deposit against an appointment that is already in the diary to help secure the booking and protect appointment revenue.
Video walkthrough: taking a deposit for an existing appointment in the Salon Manager diary.
Quick answer
Open the appointment and select Take Deposit
Double-click the appointment, select Take Deposit, enter the amount, choose the payment method, then select Complete.
Before you start
Have these details ready
An existing appointment in the diary
The deposit amount to take
The client’s payment method
Permission to take deposits or payments
Step-by-step instructions
How to take a deposit for an existing appointment
Follow these steps to record and complete the deposit against the correct booking.
Useful tips
Confirm the booking and amount before payment
Check that the deposit is being taken against the correct appointment.
Confirm the deposit amount with the client before completing the payment.
Check the client email address when email receipts are enabled.
Troubleshooting
Common issues and what to check
Frequently asked questions
Existing booking deposit questions
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. Select the payment method before choosing Complete.
Can the client receive a receipt?
Yes, when email receipts are enabled and the client email address is correct.
Offline reference
Download this guide as a PDF
Keep a printable copy for diary users or use it during staff training.
Last reviewed: 16 June 2026.
