Deducting deposit from clients
Ostatnia modyfikacja: 13 sierpnia 2024
The wallet functionality allows clients to place a deposit for passes that require it, and the studio to deduct it in case of absence
, late cancellation
, or another event.
Due to the purpose of this functionality, wallet deposits can only be made by clients using online payments – the client cannot top up the wallet by selecting traditional bank transfer or cash payments.
How to create a late fee?
The late fee will be automatically deducted from the client’s pass in case of absence or late cancellation (both when the client cancels themselves and when the staff sets the appropriate status in the attendance list).
You can create fees of different amounts for different passes.
Go to the Services
tab and select the Account payments
section, then click the Add
button and fill in the fields:
Name – Enter the name of the fee that will be visible to the client (e.g., „Deposit”, „Penalty Fee”, „No-show/Late Cancellation Fee”).
Price – Enter the amount that will be deducted from the client’s wallet.
Tax Rate – Choose the tax rate that applies to you.
After filling in the above fields, click the Add
button.
How to set a required deposit for a pass?
Go to the Services
tab and select the Passes
section, then click the shield icon next to the chosen pass on the list of cards.
At the bottom of the list, you will find the option to enable the deposit – check the box Pass requires a wallet deposit
and fill in the fields:
Deposit amount – Enter the amount that the client will need to deposit to be able to book classes using this pass.
Minimum wallet balance – When the wallet balance falls below this amount, the client will need to top up the wallet to the full deposit amount to be able to book classes again (this can be the same amount as the deposit or lower).
Late fee – Choose the previously created penalty fee – remember that the penalty fee should not be higher than the deposit amount.
After filling in the above fields, click the Save
button.
In our example, the deposit is €50, and the penalty fee is €20, meaning that the client can be absent or cancel too late twice before needing to top up the wallet again.
How does it work?
1. Before purchasing a pass (or before using it if they already have one), the client will be asked to deposit the required amount into their wallet.
2. In the case of absence
or late cancellation
, the system automatically deducts a penalty fee of the set amount from the client’s wallet. The fee is charged if the client cancels too late on their own.
If a staff member sets the status „late cancel” or „absent” for a booking, the system will ask for confirmation to deduct the deposit.
3. The client can book classes as long as the value of their wallet does not fall below the set minimum balance.
4. When the wallet balance falls below the minimum, the client will be asked to top up the wallet to the full deposit amount to make another reservation, just as with the initial deposit.