Previous Lesson: Using the Permit Editor
Deposits are custom add-on types you can create and assign to facilities for Users to pay when they make a reservation. Deposits can be refundable or non-refundable.
Video Instruction
Please watch the video to learn about Deposits. Once finished, review how to apply what you learned in the system before continuing to the next lesson, Lighting Integration.
When to Use
Deposit refunds may also be issued back to a credit card if the initial charge was via credit card and your Payment Processor does not have a Refund time limit. Once you Initiate the refund/withholding, a receipt is generated and is available to email to customers. The refunded deposit will then be removed from the Unrefunded Deposits Module.
The Unrefunded Deposits Module can be utilized for:
Refunding facility deposits after a rental is complete Withholding deposits in the event of damage done to a facility
How to Apply
While learning how to utilize Deposits, you may experience areas where you have questions. If you have any questions or run into issues, please keep track of them so your CivicPlus representative may address them.
Please complete the following:
Build facility deposit add-ons
Assign the deposit add-on to the facilities it applies to
Create a reservation using the Facility Calendar for a date that has already passed so that it may appear in the deposit module
Practice refunding/withholding deposits
Additional Resources
Here are helpful articles about Deposits for your reference:
Related Lessons
If you are interested in learning more, try completing these lessons:
Next Lesson: Lighting Integration