Set up deposits and ways to pay

After booking someone in, the agent can ask how they would like to pay their deposit and read back the details for whichever they choose. The money goes straight from your client to you. Harkbell repeats your handles and links and never learns whether a payment arrived.

1. Go to Bookings › Setup and enter a Deposit amount on each service that needs one.
2. Open Settings › Client messages and scroll to Ways to pay.
3. In Add a way to pay, choose one, for example Venmo (read out on the call) or Card via Stripe (we send a link), then select Add.
4. Fill in the row: a username, cashtag or email for Venmo, Cash App, Zelle and PayPal, or Payment link (starting with https://) for Stripe, Square and other links. For a bank transfer, What to tell the caller.
5. Select Save. The row then shows the exact words under The agent will say, so check them.
6. Choose Who sends the payment link, and select Save how paying works if you changed it.

Said on the call, or sent as a link

A handle can be read down a phone, so those methods show Read out on the call. A long link cannot, so Stripe, Square and other link-only methods show Sent as a link, and the agent promises to send it instead. Every method you add is also listed in the client's confirmation email.

Who sends the link

• We send it: the agent asks how they would like to pay, and Harkbell sends the details by email. Texting is not switched on yet.
• Your booking system sends it (the option carries its name, such as Square): the agent says the team will send a link shortly, and Harkbell sends nothing. This is the default when Square is your diary.
• Nothing to pay in advance: the agent says so and never mentions a deposit.

How paying works, in your words holds a sentence the agent says when a caller asks. Use Turn off to pause one method, or Remove to delete it.

Related guides

• Set up appointment reminders and review requestsUnder Settings › Client messages, turn confirmations, reminders and review requests on or off and choose how long before or after each appointment they go out.
• Add diary columns and set your servicesUnder Bookings › Setup, add a column for each artist, chair or room, list your services with length, price and deposit, and decide what the agent may book.
• Connect Square AppointmentsConnect your Square account so the agent books into Square itself, and your team, services and appointments are mirrored into the Harkbell diary.