The Deposit Requests feature in Zavy streamlines the process of collecting deposits from patients, which gets added into their account credit directly.
1. Set Up Stripe Payment Integration
First, you'll need to setup Stripe payment to send deposit requests. Navigate to Settings > Financial > Payments > Stripe tab.
If you haven’t set up Stripe yet, click 'Setup Stripe' and fill in the details to complete the setup.
After successfully connecting Stripe, you should see a tick icon under the 'Connected' column, indicating Stripe is active.
2. Setting a Deposit for Online Bookings
For online bookings, you can pre-set a deposit amount on the Item/Appointment Shortcut.
Navigate to Settings > Calendar > Appointment Shortcuts > Edit, and scroll down to find the deposit field where you can set the deposit amount for appointments.
3. Sending Deposit Requests
There are a few ways to send deposit requests to patients, please refer to the options below:
Option 1: Deposit Request tab
Go to the Deposit Requests section, click on the top-right button to send a deposit request to a patient.
Select the patient, enter the deposit amount, set an expiry date for the request, and add a description.
Option 2: Patient Profile
From the patient's profile, go to the Invoices tab, on the top right Account Credit section, hover over the three dots next to the 'Adjust' button to send a deposit request.
Option 3: Appointment Card view
From the calendar, you can click on an existing appointment to open the card view, there is an icon to send a deposit request to the patient.
3. Payment Link for Patients
Once the request is created, the patient will receive a link to pay the deposit through Stripe.
After the patient completes the payment, the deposit amount is automatically added to their account credit.
