Salon Manager Appointments and Diary 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.

1Open the diaryOpen the Salon Manager diary.
2Find the existing bookingLocate the client appointment that needs the deposit.
3Open the appointmentDouble-click the booking.
4Select Take DepositOn the right-hand side, select Take Deposit.
5Enter the amountEnter the deposit amount agreed with the client.
6Choose the payment methodSelect the payment method being used.
7Complete the paymentSelect Complete.
8Send the receiptWhen email receipts are enabled, the client will receive an email receipt.
9Return to the diaryWhen email receipts are not enabled, select Finish to return to the diary.

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

I cannot see the Take Deposit button

Check that an existing appointment has been opened and that your user permissions allow deposits or payments.

The client did not receive an email receipt

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

I entered the wrong amount

Follow the salon’s payment correction or refund process and ask a manager when you are unsure.

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.

Download PDF Guide

Last reviewed: 16 June 2026.

Other recommended guides

Update cookies preferences