New feature: Accept payments and deposits with Goldie

You asked for it; we brought it. Starting today, you can use the Goldie app to accept payments and deposits for your appointments.

This is big. Why? Goldie is your trusty booking and scheduling partner. And now, we’re here to help you grow your sales and make sure you get paid for your hard work. With Goldie Payments, you can request deposits in advance, receive tips, process refunds, send thank-you notes to clients… and much more. Let’s dig in.

How Goldie Payments will help you grow your sales

card-payment-processing

Growing your sales is a lot easier when you have the right tools in place to automate and cut out the hassle. Since you’re already using Goldie for appointment scheduling, management, and maintenance, Goldie Payments helps you take your business to the next level. Here’s how:

  • Request deposits in advance (take that, no-shows! 👊)
  • Accept payments and deposits via card or cash
  • Receive tips for your services
  • Process refunds – quickly and easily 
  • See reports for your payments and appointments
  • Check appointment statuses that get updated automatically
  • Manage deposits, payments, and tips for your entire staff
  • Send and automate customizable thank-you messages to clients

Who can use Goldie Payments?

Anyone with a paid subscription in participating countries can start accepting payments with Goldie.

We cover most countries around the world – you can check here to see if it’s available in your country.

Because this option is brand new, make sure you upgrade your plan to be able to access it!

How to set up Goldie Payments

Ready to set up payments? Here’s how: 

scheduling-app-payments-
  1. Go to Menu (☰) > Payments and tap “Set up payment processing.”
  1. You will be prompted to set up a Stripe account, for which you’ll enter key information about yourself/your business. 
  2. Once your account has been approved and successfully set up, the “Payment” screen in Goldie will show a “Balance” button. Your Payment account is now set up through Goldie – congratulations! You can now accept deposits, payments, and tips from you clients.

Side note: To disable processing payments, open Goldie and go to Menu > Settings > Payments > Disable the “Process clients payments” option. You can find more information about turning off payment processing here

One of the first decisions you’ll need to make when setting up your payments account is whether to collect deposits from clients when they book their appointments (and if you choose to do so, how much).

The benefit of requiring a deposit is it protects you from no-shows because you’ll get paid even if you have a last-minute cancelation. Ultimately, it’s up to you. Your business, your way.

If you’d like to require a deposit, the default amount is 25%. You can change that by going to Menu > Settings > Payments > Deposits. 

If you don’t want to have a deposit fee on your online booking page, go to Menu > Settings > Payments > Deposits > Tap on “Don’t require clients to pay a deposit” to disable it.

You can find more information on requiring deposits in our guide

Setting your appointment status to take payments from clients easily

appointment-status

After you set up Goldie Payments, you will have five appointment status options to choose from:

  • Upcoming
  • Confirmed
  • Canceled
  • No-show
  • Completed

Once an appointment is moved to canceled/no-show, the status cannot be changed back to upcoming/confirmed/completed.

You can choose to process payments from clients via two payment methods:

  • Send payment link to the client (the client will receive a link and can pay online)
  • Cash (the client will pay cash, and you can write the amount in the app).

If needed, you can issue your clients a refund. Next to the payment that was already received, tap on the blue “Refund” button. You can choose to process the refund via card if the client’s information is already saved in the app or using cash. Read more about refunds here

Adding your business payment and deposit policy

policy-and-terms

You will be able to set up your business payment policy in Menu > Settings > Payments > Tap on the “Policy and terms” button. After adding your content, don’t forget to tap on the “Save” button. This policy will be displayed to clients on the online booking page. To set up your deposit policy, go to  Menu > Settings > Payments > Deposits. By default, it’s set at a 25% deposit fee.

To learn more about the payment integration, you can visit our guide on how to get started with payments in Goldie.

P.S. Don’t forget to make sure you’re using the latest app version

Let us know how you like the new feature… and what you’d like to see next! Your feedback is what inspired us to create Goldie Payments — we can’t wait to hear what you come up with next.

Download Goldie now!

Let clients book appointments online and automatically send them text reminders.

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