Setting Up Direct Booking Payments & Deposits

With Otto's Direct Booking feature, clinics can require a payment or deposit before pet parents can book an appointment. This ensures commitment and reduces no-shows, helping your clinic run smoothly.

How to Set Up Direct Booking Payments/Deposits:

1. Navigate to Settings
   In Otto Flow, go to Settings and select Appointments.
   
   
   
2. Select the Appointment Type
   Find the appointment type you'd like to update, then click the Edit icon next to it.
   
   
   
3. Enable Payments
   In the Direct Booking section, toggle on Collect Direct Booking Payment and enter the required payment amount.
   
   
   
   
4. Set as a Deposit
   If you’d like to collect a deposit instead of full payment, enable the Make Payment a Deposit option.
   
   
   
5. Review on Your Website Widget
   The payment or deposit will be displayed to the pet parent when they book through your website, making it clear upfront.
   

Benefits of Direct Booking Payments & Deposits:

• Reduced No-Shows: Secure pet parents’ commitment with pre-payment or deposits.
• Streamlined Payments: Set it up once for each appointment type, and the system handles the rest.
• Efficient Reporting: Track all transactions easily in the Payments report, with a new transaction type labeled “Direct Booking Deposit” for clarity.