When cancelling an appointment, you can now move a client's deposit straight into their account credit — no manual adjustments, no digging up the original payment date.
If the original card is expired, the client prefers credit, or you just want to keep the value in the business for their next visit, the old workaround meant multiple manual steps. Now it's handled in one guided flow.
How it works
- Select the appointment and click Remove
- Choose Refund deposit
- Select Add as credit to their account
- Enter a reason and confirm
That's it — the credit lands in the client's wallet immediately and shows up on the Sales Screen automatically.
A few things worth knowing
- Works for deposits taken in-salon and online
- Credit is available straight away for future services or products
- The original card refund option is still there — this is an extra choice, not a replacement
- Both the refund and the credit are recorded automatically on the Sales Screen and in the client's Wallet tab