See deposit and balance
Spa deposits and cancellation rules
Keep clear rules and know what was paid on every booking
Record deposits, balances, date changes and cancellations beside the booking.
The demo maps configuration, permissions and integrations to the way your business operates.
See deposit and balance
Record changes and cancellations
Give staff one clear rule
Keep a decision history
The challenge
When payment and cancellation rules are separated from the appointment, staff cannot answer consistently or see what has already been collected.
The product in action
A working day that connects the calendar, bookings and team
The screens illustrate how an active booking moves into the operating calendar, keeping the service, time, practitioner and preparation context together.
Record changes and cancellations
Give staff one clear rule
Keep a decision history
A code-built interactive illustration with sample data only. It is not a customer screenshot.
- Received
- Approved
- In progress
- Therapist and room assignedDone
- Automatic confirmation sentDone
- Resource reserved in calendarDone
- Team check before arrivalToday
One connected workflow
From the first request to management visibility
Define the rule
Collect deposit
Confirm booking
Change or cancel
Close the balance
Before implementation
Map the real operation before configuring the platform.
This exposes rules, exceptions and connections that need review before a transition can be planned safely.
- 01Treatment types and duration
- 02Therapist skills, shifts and breaks
- 03Rooms, equipment and resources required by service
- 04Cancellation, reminder and pre-treatment intake rules
Questions worth checking
Before choosing a platform
How is the deposit set?
The fit review maps treatments, therapists, rooms and availability rules. The product team then confirms in writing what can be configured and how the transition will work.
What is recorded during a date change?
The fit review maps treatments, therapists, rooms and availability rules. The product team then confirms in writing what can be configured and how the transition will work.
How is a refund handled?
The fit review maps treatments, therapists, rooms and availability rules. The product team then confirms in writing what can be configured and how the transition will work.
Can rules differ by service?
The fit review maps treatments, therapists, rooms and availability rules. The product team then confirms in writing what can be configured and how the transition will work.
Spa deposits and cancellation rules
Management software for hospitality, spas and clinics