Money inFollow-up

Unpaid deposit reminder

Remind anyone whose deposit is still unpaid, a couple of days before the appointment.

Part of Customer deposits

Tools

Acuity Scheduling, Stripe, HoneyBook

Outcomes

Deposits collected before the slot starts • Fewer unpaid bookings

Documentation

Instruction-ready detail below

<in:schedule>Two days before each appointment</in:schedule>, check <in:spreadsheets>unpaid deposits</in:spreadsheets> and <email>email</email> anyone who has not paid yet.

Instruction file

<in:schedule>Two days before each appointment</in:schedule>, check <in:spreadsheets>unpaid deposits</in:spreadsheets> and <email>email</email> anyone who has not paid yet.

Setup requirements

Tools

Acuity Scheduling, Stripe, HoneyBook

Trigger

2 days before an appointment with an unpaid deposit

Setup time

5 minutes

Download

Start with one instruction file.

Download the app and begin with drafts and checklists before you write anything back.

  • •Plain-language instructions
  • •Runs on your machine
  • •Works with your existing setup
  • •Reviewable activity history
Download