Quick Answer
Enable payments and choose a deposit amount
Connect a supported payment gateway, open the calendar’s Forms & Payments settings, enable Accept Payments, enter the total booking amount, and then turn on Accept Partial Payment. Choose either a flat deposit amount or a percentage of the total.
Collecting Deposits Without Requiring Full Payment Upfront
You may want clients to commit to a booking, but it is not always appropriate to require full payment at the time they schedule.
Partial payments allow you to collect a deposit during booking while leaving the remaining balance to be collected later.
If the deposit settings are not configured correctly, clients may book without paying the intended amount, or your staff may have to follow up manually without a clear payment record.
This guide explains how to connect a payment gateway, enable calendar payments, configure the deposit, and manage the unpaid balance after the booking is created.
Partial Payments at a Glance
Before You Begin
Decide how much clients should pay during booking and when the remaining balance will be due.
- Connect Stripe or Authorize.net to BizStackPro.
- Confirm the calendar supports the booking process you need.
- Decide the total amount charged for the appointment.
- Choose the correct currency.
- Decide whether the deposit will be a flat amount or percentage.
- Create a clear policy for collecting the remaining balance.
A supported payment gateway is required
Calendar payments cannot be collected until Stripe or Authorize.net is connected to the account.
Connect a Supported Payment Gateway
Begin by connecting the payment gateway that will process the deposit during booking.
Open Payment Integrations
Open the Payments area and select the integrations section.
Payments → IntegrationsChoose a Supported Gateway
Connect either Stripe or Authorize.net.
Complete the Connection
Follow the connection prompts and confirm that the gateway appears as active before configuring the calendar.
Enable Payments on the Calendar
Open Calendar Settings
Go to Calendar Settings and open the calendar you want to edit.
Open Forms & Payments
Navigate to Forms & Payments or the payment section available for that calendar type.
Enable Accept Payments
Turn on Accept Payments so the calendar can collect payment during the booking process.
Enter the Total Amount and Currency
Enter the full appointment price and choose the currency that should be used for the transaction.
Configure the Partial Payment
After calendar payments are enabled, turn on Accept Partial Payment.
Flat Amount
Charge a specific deposit amount regardless of the full booking price.
Example: collect a $50 deposit toward the total appointment cost.
Percentage
Charge a deposit calculated as a percentage of the total booking amount.
Example: collect 25% of the appointment price during booking.
Choose the Deposit Type
Select either Flat Amount or Percentage.
Enter the Deposit Value
Enter the amount or percentage clients must pay to reserve the appointment.
Add a Payment Description
Add a short explanation so clients understand what the deposit covers and when the remaining balance is due.
Save the Calendar
Save the settings before testing the booking and payment flow.
Make the payment terms clear
Explain that the deposit reserves the appointment and state when the remaining balance must be paid. Clear terms can reduce confusion and payment disputes.
Test the Partial Payment Setup
- Open the public booking link or calendar widget.
- Select an available appointment time.
- Confirm that the correct total price appears.
- Confirm that only the intended deposit is charged.
- Complete the test booking.
- Confirm that the appointment and payment appear in BizStackPro.
- Confirm that the unpaid amount appears on the related invoice.
Collect the Remaining Balance
When a client pays a deposit, BizStackPro creates an invoice with the remaining amount still due.
Open Invoices
Open the Payments area and select the Invoices tab.
Payments → InvoicesLocate the Booking Invoice
Find the invoice connected to the client and appointment.
Review the Pending Amount
Confirm the deposit already paid and the remaining balance still owed.
Collect or Send the Remaining Balance
Send the invoice or collect the unpaid amount according to your payment policy.
Pending balance notifications are not automatic
Bookers are not automatically notified about the remaining balance. Create a manual or automated follow-up process so unpaid balances are not overlooked.
Recommended Partial Payment Workflow
- Display the deposit terms on the booking page.
- Repeat the payment terms in the confirmation message.
- Review pending invoices regularly.
- Send the remaining-balance invoice according to your policy.
- Follow up before the appointment when payment is still due.
- Record completed payments before closing the invoice.
Choose a consistent payment deadline
You may collect the remaining balance immediately after booking, 24–48 hours before the appointment, or at the appointment. Use the same policy consistently and explain it before the client pays the deposit.
Frequently Asked Questions
Which calendar types support partial payments?
Partial payments can be enabled for all calendar types, including Event, Round Robin, Collective, Class, Service Calendar, and Service Menu.
How do I manage pending payments?
Pending payments can be managed manually under Payments → Invoices. From there, you can review the invoice and collect the remaining amount.
Will bookers receive a notification about pending payments?
No. Bookers are not automatically notified about the pending balance. Staff members must review the remaining amount and follow up through invoices or messaging.
Which payment gateways are supported for calendar payments?
Stripe and Authorize.net are supported for calendar payment collection.
Related Help Guides
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