Ask for a deposit as soon as a booking appears in the calendar.
Part of Customer deposits
Tools
Acuity Scheduling, HoneyBook, Stripe
Outcomes
Deposit requested before the work is booked • First week of work already funded
Documentation
Instruction-ready detail below
When a new booking lands in <in:calendar>the calendar</in:calendar>, draft a <documents>deposit request</documents> for 30% and <email>email</email> it with the booking details.
When a new booking lands in <in:calendar>the calendar</in:calendar>, draft a <documents>deposit request</documents> for 30% and <email>email</email> it with the booking details.Tools
Acuity Scheduling, HoneyBook, Stripe
Trigger
When a new appointment is booked
Setup time
10 minutes
Confirm every booking, recover the ones that get missed, and keep the calendar honest.
Send the invoice the day the work is finished, with a payment option attached to it.
Collect signatures, policies, and details before a new client or a first day begins.
Download
Download the app and begin with drafts and checklists before you write anything back.