Pending Deposit Report

Pending Deposit Report

Pending Deposit Report

The Pending Deposit Report provides a list of clients who attempted to book an appointment online but did not complete adding a token on file or paying a required deposit for online booking. This report allows you to view client appointment selections and contact information for follow-up purposes. The report can be exported or printed for your records.

You can run this report for any specific date range. Additionally, the report can be sorted by:

• Date – Displays entries in descending order (most recent first).
• Client's Name – Displays entries in alphabetical order.
• Next Appointment – Displays entries in ascending order (earliest appointment first).
• Status – Displays entries in alphabetical order.
  
  

Report Columns

• Date – The date and time the client attempted to book an appointment online but did not place their token on file or pay the required deposit within the allotted time.
• Client's Name – The client’s first and last name.
• Phone Number – Displays the client’s phone number if it was provided during the booking attempt.
• Pending Deposits – Shows the date and time of the appointment the client attempted to book, including the service and, in parentheses, the worker assigned to that service.
• Next Appointment – Displays the client’s next scheduled appointment, if any, including the date, time, service, and the worker assigned to that appointment.
• Status – Indicates the client’s deposit status:
  • Voided – The client failed to place a card on file or pay the deposit within the allowed time frame.
  • Still in Progress – The client is still within the time window to place a card on file or pay the deposit.

Important Note: Your credit card processing must be integrated with Inspire in order to require clients booking online to add a card on file or pay a deposit.

Important Note: Clients will only appear in this report if they attempted to book online and have not completed—or are still pending—adding a card on file and/or paying the required deposit. Once the client successfully adds a card or completes the deposit, their information will no longer appear in this report.

Note: Clients have 5 minutes, counting down on top of the screen, to complete placing a token on file and/or paying the required deposit.