How to Enable and Apply Deposits During Checkout.
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Enabling Deposits in Moxie Suite
Patient Experience With Online Booking
Applying Deposits During Checkout
❗Important - Requiring deposits can reduce booking conversions. We recommend chatting with your PSM to explore best practices and decide whether deposits are the right fit for your practice.
Enabling Deposits in Moxie Suite
1. On the Global Nav, select Settings> Online Booking.
2. Scroll down to find the Deposits component, then switch the toggle on.
3. Click the Edit fee amount button and enter the desired deposit amount.
4. After entering the amount, click Save to confirm.
✏️ Note - Deposits only apply to online booking in this initial release. If you schedule an appointment manually in Moxie Suite, the deposit will not be enforced.
Patient Experience With Online Booking
1. On your Online Booking page, the patient chooses a treatment (e.g., “Full Face Glow Special”).
2. Then, they proceed through provider/date selection and verify their phone number. They see a note about any deposit and/or cancellation fees based on your current settings.
3. They then pay the required deposit (e.g., $100) to confirm the appointment. Once payment is completed, the appointment is booked.
If you only have a deposit enabled (and no cancellation fee), the client’s message simply states:
“Your card will be charged a $[deposit amount] deposit for this appointment.”
4. The deposit is then added to the patient's wallet in Moxie Suite as a Dollar credit.
Applying Deposits During Checkout
1. Complete an appointment & go to checkout.
2. Under the Dollar & points credit section of the invoice summary, you’ll see the deposit amount automatically added to the appointment. (e.g., $100). It will be clearly labeled as a deposit tied to that appointment.
3. By default, the deposit automatically applies to this invoice. You can toggle off the deposit if the client wants to roll it over to a future appointment or use it another time.
4. Proceed with creating the invoice and accept payment for any remaining balance.
FAQs
Can I Require Deposits for Manually Scheduled Appointments?
Not in the current release. Deposits are only enforced automatically via the online booking flow. As a workaround, send patients your booking link if you’d like them to pay a deposit for manual scheduling.
Do I Need Cancellation Fees and Deposits Together?
They can work together or independently. If you only want a deposit, disable your late cancellation fee (or vice versa) in Settings > Online Booking.
How Do I Change the Deposit Amount?
Return to Settings > Online Booking and edit the fee amount. Don’t forget to save the changes!
Watch This Video Overview on Enabling and Using Deposits.