How to take deposits and cards on file
Modes
Your org deposit mode decides the desk flow: cash/terminal vs card capture.
Card link
- Open the booking.
- Send the guest the secure pay link (email or copy).
- When they finish, the booking shows card on file / deposit captured.
Cash or terminal
On the deposit step after you save a staff booking, use Record cash or Record terminal. Done does not take that payment. If you click it before recording, the form stays and says the deposit is not recorded. Skip for now leaves it unpaid; you can record it later on the booking.
Offline-friendly paths queue until you’re back online.